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 portfolio optimization can optimize any asset data as prices or returns. Data such as ETF prices can be downloaded or data can also be entered/imported from other external sources.
The unique design of the template enables it to be applied to either financial instrument or business portfolios. The ability to apply the optimal portfolio size analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.
The greatest asset of this program is that you can use it in conjunction with the Data Downloader to be able to accurately pick up the prices and optimize the portfolio.Xelqos
The Excel solutions are fully functional for a free 30 day trial period
It has the ability to allow you to input as many years or periods as necessary to give you a more complete picture of an optimized portfolio.Allen V
These Excel based solutions provide the flexibility to be adapted to specific business scenarios and the robustness to return quality and accurate results. Utilizing these Excel templates can not only empower business decision making abilities but also save considerable development time and resources. Existing users such as analysts, managers, executives and business owners have found that these powerful Excel solutions:
Windows: Excel 97-2010
Mac OS X: Excel 2004 or 2011
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