Portfolio Performance Monitoring 1.0

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.

See also: analysis, weighted, money, transactions, return, performance, market, shares, bonds, stocks, wealth, personal, assets, investments, financial, management, valuation, monitoring, portfolio, Excel, business