Portfolio Valuation Vakuation for Client
This Excel Portfolio Tracking 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 period's 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 Excel portfolio tracking template include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestment to calculate returns. Rollover option to reset the model for a new reporting period and storage of historical transactions. The financial investment portfolio is treated as a liquid and moving basket of investments. Transactions for buys, sells and distributions are fully
About Me
Hi, I am Moinuddin Kazemi from Dhaka and I came on Freelancer.com, because I have a big passion for working. I have a post graduation degree and SEO knowledge along with Data entry. Therefore, I have experience in many fields like 3PL, Administration and Business development through working in above 08 years in deferent multinational company. I am very much capable of below:- 01. Data Entry 02. SEO 03. Sales and Marketing 04. Article Writing or re-writing. As a professional person, I have been dedicated to working BDM, Data entry and writing for many years. Exploring new project and writing about something innovative is always a challenge for me. Also, I like to read what others have to say, because like that, we can all learn something new. Exchanging knowledge and experience makes us all a part of the good professional circle. I personally like to be a part, and a contributor to this circle. However, I will not brag about myself too much. All knowledge that we possess, we must prove. I will just say that I will do my work the best way I can and know. I am a hard and honest worker
$ 50 USD/hr
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