Portfolio Optimization
- Downloads:
- Views:
- Rating:

The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the portfolio optimization model enables it to be applied to either financial instrument or business stream portfolios with long and short positions. The portfolio optimization template is intuitive and flexible with help icons throughout to assist with input and interpretation of output results. Input of historical data for the analysis is supported by options to specify absolute prices or returns, number of current units held and a tool to download long time periods of financial market data for securities from the internet. Advanced optimization options include setting minimum and maximum constraints for weightings in the optimal portfolio and risk analysis options for overall volatility under the Sharpe ratio, downside risk or semi-deviation under the Sortino ratio and gain/loss under the Omega ratio. Optimization can be set to maintain at least the current level of return and specify a target return for which the probability of attaining is calculated via Monte Carlo simulation. The portfolio optimization results are displayed with weighting charts and return distributions as well as acquisition and liquidation actions required. Technical analysis is provided with back tested total return from signal trading and automatic optimization of technical period constants for each investment or the total portfolio that results in the highest back tested return. Technical analysis indicators with detailed charting and back testing analysis include simple moving average (SMA), rate of change (ROC), moving average convergence/divergence (MACD), relative strength index (RSI) and Bollinger Bands. The template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio optimization solution.
Free download from Shareware Connection - The Portfolio Optimization template optimizes capital weightings for portfolios of financial investments that maximizes return and minimizes risk. Technical analysis constant parameters are optimized to maximize back tested returns on signal trading.
Version: 5.0 | Size: 544 KB | Platform: Win98,WinOther,Win2000,WinXP,Win7 x32,Win7 x64,Windows 8,WinVista,WinVista x64,Mac Other,Mac OS X
Released Date: 10-04-2015 | Rating: 0 | Title: Portfolio Optimization
Author Url: http://www.business-spreadsheets.com/
Program Info Url: http://www.business-spreadsheets.com/portopt.htm
Download Url: http://www.business-spreadsheets.com/download/excel_portopt.zip
Screenshot Url: http://regnow.img.digitalriver.com/vendor/8612/portopt.jpg
Project Planning and Management - The Project Planning and Management template is designed as a generic solution to plan and manage any project from start to finish. Automated features include Gantt scheduling, participant workbook creation and progress update from remote files.
Portfolio Performance Monitoring - The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment transactions are accounted for in performance calculations.
Customer Invoice Template - The customer invoicing system is an Excel invoice template with ability to store created invoices, products and customer details and perform advanced order sales reporting.
Bond Yield Calculator - The Bond Yield to Maturity calculator for Excel and OpenOffice Calc enables the automatic generation of scheduled bond payments and the calculation of resulting yield to maturity.
Regression Analysis and Forecasting - The Multiple Regression Analysis and Forecasting template provides a reliable identification of value drivers and forecasting business plan data. Advanced statistical tests performed include significance, autocorrelation and multicollinearity.
Excel to MySQL Import, Export & Convert
MS Excel viewer
Steam Calculator
Excel Split Names & Addresses Into Multiple Cells (Columns) Software
Excel Invoice Template Software
PDF2XL OCR: Convert PDF to Excel
Excel Access Import, Export & Convert Software
Excel Unique & Duplicate Data Remover
Excel Add, Subtract, Multiply, Divide All Cells Software
Asset Register PRO For Excel
Multiple Regression Analysis and Forecasting
eTikr - Free Stock Quotes for Excel
Excel MySQL Import, Export & Convert
ExcelFIX Data Recovery
Business Cards & Labels
Business Performance Management
Database Management
Finance
Graphics
Inventory Systems
Invoice, Time & Billing
Legal
PDF Tools
Personal Information Management
Presentation Tools
Project Management
Spreadsheets
Sticky Notes
Portfolio Optimization Twodownload
Binary Portfolio Optimization
Free Portfolio Optimization Excel
Java Portfolio Optimization
Portfolio Optimization Binary
SmartFolio - SmartFolio is a state-of-the-art asset allocation software aimed at all types of investors and investment professionals. It contains advanced portfolio optimization and risk management algorithms, based on latest achievements in portfolio theory.
MProfit - Portfolio Management Software - An easy-to-use and powerful portfolio management application
Macroaxis - Asset Allocation, Performance Evaluation, Correlation Analysis
Master Investor - Portfolio management and technical analysis for individual investors.
Risk and Asset Allocation - These routines support the book "Risk and Asset Allocation" Springer Finance, by A. Meucci, see
Shareware Connection periodically updates pricing and software information of 'Portfolio Optimization' from company source 'Business Spreadsheets' , so some information may be slightly out-of-date. You should confirm all information before relying on it. Software piracy is theft, Using 'Portfolio Optimization' crack, password, serial numbers, registration codes, key generators is illegal and prevent future development of Portfolio Optimization.
Driver Fusion - To keep your laptop and desktop running smoothly and get the best performance out of it, it is important to pay attention to some aspects. It is quite important to ensure your PC device drivers are updated. Components like motherboards, GPU and ...
DataLocker SkyCrypt - Storing data in external hard drive is what any PC user can resort to but Cloud storage is gaining popularity with time. It gives you more flexibility and you can avail free and cheaply priced data storage in cloud as well. The only aspect that ...
Norman Antivirus - There is hardly any computer user who does not require protection from various types of malware and internet based threats these days. Instances of malware creators and hackers breaking into top corporate firms and celebrity websites can send a ...
NovaBench - PC performance benchmarking is something that may not interest average users much but tech savvy lot resort to such apps to find out prowess and capability of their laptops and desktops. While there are quite a few PC benchmarking apps in market, ...
Magic Uneraser - Data loss can occur owing to a number of reasons, both within and beyond your control. Whether you have lost data owing to careless of another user or a hard drive failure has occurred, it is important to retrieve the data at any cost. There are ...
WebSite X5 Evolution 10 - Web designing has evolved lot compared to the early days of the internet. You can pick from a number of web design apps and frameworks that take away the pain of manual coding and debugging to a large extent. Even then, it may be necessary to ...
Video Editor - With advancements in both computer software and hardware, average users are getting into activities that were hitherto reserved for professionals. There are several video editing tools aimed at casual users as well. While professional users ...
Cryper - Nowadays PC users can no longer rely completely on any security software. Newer ways of data theft and exploits are emerging on the horizon, making PC security a complicated and worrisome thing. If you are particular about the data you store in ...
Screenshot Captor - Nowadays, a lot of Windows users need to take screenshots for professional and personal usage needs. It may be required to share an interesting image from web site or part of web pages with friends, making tutorials etc. However, freeware screen ...
TrustPort Tools - Nowadays, PC users need to deal with several types of third party apps to ensure security and privacy of data. From encrypting files to getting rid of sensitive data, the needs can be numerous. There are many such tools that can be used in this ...

