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Financial asset & business capital weighting optimization!
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. An Excel template for optimal asset allocation through portfolio optimization.
- Ease and flexibility of input
- Project status reporting
- Intuitive graphical result display
- Ability to modify the correlation matrix
- Non-complicated, cost effective tool
The unique design of the template enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization 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
Requirements
Windows: Excel 97-2010
Mac OS X: Excel 2004 or 2011
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:
- Can be applied to a wide range of business scenarios
- Are simple to use yet produce quality, accurate and easy to interpret results
- Can save considerable consultancy costs
- You will receive your registration code immediately!
- FREE lifetime upgrades.
- FREE lifetime and priority e-mail support.
Requirements
Windows: Excel 97-2010
Mac OS X: Excel 2004 or 2011
We use third-party e-commerce services, provided by RegNow, a service of Digital River, Inc. (NASDAQ: DRIV ), which is a highly-respected registration company to process your order. Their system is both fast and secure.
We accept Credit Cards (Visa, Mastercard, American Express, Discover, Eurocard, MasterMoney ), Paypal, Wire Transfer, Fax Order and Check/Money Order.
See what our customers are saying
- This product is a very useful way to introduce optimization into a classroom in an applied rather than a theoretical manner. It takes some experience to make sure the constraints and data are correctly entered. -- Reviewed by Harry on 23-Sep-2010
- I used this product for modeling a multi-asset class portfolio. The thing that attracted to this particular product over others in the market was its simplicity of use. The free trial certainly helped with putting the model through its paces and I was very impressed. -- Reviewed by Chris D on 11-Aug-2010
- This is a wonderful, non-complicated, cost effective tool to use if you are looking to optimize your portfolio. The output is clear and easy to understand. I give it a solid A. Would be A+ if it included automatic data download. -- Reviewed by Ken C on 06-Jul-2010
- I like the graphic representation of the information in addition to the charts. I like having the option of using price or return as an input. Some spreadsheets do not give you the choice. I would like to see more definitions, equations used and methodology. Great tool! -- Reviewed by Morgana on 08-Aug-2010
- I have tested for a month the portfolio optimizer. Although it might seem complicated at first, it is very easy to use. Just by going through all of the tabs we obtain the desired results and they are easy to understand. The interface is great and does not require to install any program. -- Reviewed by Xelqos on 04-May-2010