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Portfolio Optimization
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Portfolio Optimization Template for Excel


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Optimize the risk-return profile of your business or financial investment portfolio

The Portfolio Optimization template for Excel® determines the optimal asset allocation for financial investments or business streams. This template is compatible with Microsoft® Office Excel® versions 97 and later.

The Portfolio Optimization template
is available for a one time payment of $18.00


The template calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk.

The unique design of the template enables it to be applied to either financial instrument or business portfolios. This represents an excellent framework for driving capital allocation, investment, and divestment decisions.

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Portfolio Optimization Template Screenshot
Download the Portfolio Optimization Template

System Requirements: Microsoft® Windows® 95/98/NT/2000/XP/Vista/7® with Excel® 97 or later, or Macintosh OS X with Excel® 2004.
 
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