The Portfolio Performance Monitoring model 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 period's performance calculations.
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keywords
Portfolio Monitoring & Valuation , Excel , Portfolio , Monitoring , Valuation , financial , investments , personal , wealth , stocks , bonds , shares , market , Performance , Return , Transactions , Money , Weighted , Analysis , Business |
