Excel Portfolio Management templates, add-ins and spreadsheet business solutions
Excel templates, add-ins and spreadsheet solutions to assist in the management of portfolios of financial investment assets.
These Excel solutions focus on asset allocation for portfolios of financial investments and can be applied to optimize trading and investment strategies in financial markets. Excel templates and solutions focus on the construction, tracking and management of financial portfolios for improving investment performance and reducing potential risk.
The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation.
The Portfolio Tracking template for Excel is a personal investing workbook intended to give a simple yet powerful view of a financial portfolio (be it public or private) with context sensitive navigation to numerous destinations on the public internet.
Download listed company and stock data into Excel to compare up to 5 companies financial data with the with the Company Comparison Analysis Excel add-in. This Excel add-in provides access to company snapshot data including market trading data, company financial data, estimates, and seasonality data.
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.