Publisher :Business Spreadsheets Date added : 10-Jan-2003 Rating : File size :
0 K
Language :
English
License :
Shareware - Time Limit
Price : $ 22.00 OS :
Windows 98/NT/2000/ME/XP/VISTA
UpdateDate : 08-Apr-2010 Requirements :
128MB RAM,10 MB of hard-disk space for program installion.
Portfolio Tracking & Monitoring's Information
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the periods performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis.
The key features of the Portfolio Monitoring template include: - Ease and flexibility of product and transaction input, with embedded help prompts. - Accurate handling of distributions, investments, and divestment to calculate returns. - Portfolio 'Rollover' option to reset the model for a new reporting period. - Storage of historical transactions.
(Requires Microsoft Excel 97 or above)
Portfolio Tracking & Monitoring's Related Softwares:
The Portfolio Optimization template for Excel calculates the optimal asset allocation weightings for a basket of investments that gives the highest return for the least risk.
The Project Planning and Management template is designed as a generic, affordable, Excel based solution to plan and manage any project from start to finish. A collaborative project management solution using Excel.
The Customer Invoicing Template is an invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. The system allows the insertion, update and quick access to saved products, customers, and historical customer invoices. Product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems.
Rating :
The Investment Valuation template is ideal for evaluating a wide range of investment and business case scenarios. While it is based on the traditional discounted cash flow method of valuation, its also provides ability to evaluate economic value added valuation, accounting impact, and a range of other evaluation parameters. Furthermore, the step-by-step input flow makes usage straightforward, gaining quick results to drive decision-making.
The key features of the Investment Valuation template include: - Ease and flexibility of input, with embedded help prompts. - Cost of capital calculation. - Economic value added valuation with flexibility on identifying economic costs with specific amortization periods. - Accurate handling of asset purchase, disposal and depreciation with capital and gearing impacts. - Evaluation of new investments or changes to existing investments. - Unique 'finite' terminal value calculation alternative to mimic product and investment life cycles. - Unique Comparative Investment Score can be set to evaluate and prioritize different investments, depending on the prevailing business environment.
Rating :
The Multiple Regression Forecasting template provides a solid basis for identifying value drivers and forecasting data. While it utilizes a range of commonly employed statistical measures to test the validity of the analysis, results are summarized in text for ease of use. Once relationships have been identified, forecasting can be accomplished based on a range of available methodologies. The intuitive step-by-step usage flow enables you to develop strong forecasts for your projects in a timely manner.
The Portfolio Optimization model calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk.
Copyright (c) 2007-2010 SharewareOrder.com Inc. All rights reserved.
Copyright (c) 2007-2010 SharewareOrder.com Inc. All rights reserved.
