Portfolio valuation is a concise and portable solution for tracking and monitoring financial portfolio valuation and performance. Portfolio data is entered as via price and quantity information for positions and transactions at asset or security level. Investment transactions cover all possible types including additional investment, distributions, reinvestment and liquidation. Valuation and performance of the portfolio is reported under the time weighted return concept by analyzing all transactions and their timing within a specified reporting data range. New reporting periods can be established whereby financial information is automatically set for new data and transactions archived for safe keeping. The portfolio valuation and performance can be tracked through charting to monitor the portfolio trends. Portfolio valuation is compatible with Excel for Mac and Windows as a highly portable and lightweight portfolio tracking solution.
Portfolio valuation is a complete portfolio performance tracking and valuation monitoring solution that can be share on multiple devices and operating platforms.
Below are some frequently asked questions for Portfolio Valuation.
Portfolio Valuation offers the following pricing plans:
Starting from: $22
Pricing model: One Time License
Free Trial: Available
Portfolio Valuation offers the following features:
Portfolio Valuation has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Portfolio Valuation supports the following languages:
Portfolio Valuation has the following pricing plans:
One Time License
We do not have any information about what devices Portfolio Valuation supports
We do not have any information about what integrations Portfolio Valuation has
Portfolio Valuation offers the following support options:
FAQs, Forum, Online Support, Video Tutorials