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Portfolio Management

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.

Recommended Solution
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.
Views: 21,115Rating:
4.6 from 10 votes
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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.
Views: 31,370Rating:
2.6 from 25 votes
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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.
Views: 17,341Rating:
3.9 from 8 votes
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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.
Views: 14,591Rating:
2.8 from 7 votes
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Stock Monitoring for Excel is a free Excel template allowing to create a portfolio of stock holdings with automatic quotes imported from online sources.
Views: 7,769Rating:
4.4 from 10 votes
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Portfolio Performance Metrics for Excel is a balanced scorecard template allowing to track the performance of a portfolio with risk adjusted metrics.
Views: 5,957Rating:
3 from 4 votes
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The Stock Tracker for Excel tracks the performance a portfolio of stocks by automatically updating stock prices from the internet and performing dashboard analysis of the portfolio.
Views: 3,059Rating:
3.4 from 5 votes
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Additional Excel business solutions are categorized as and the . Further solutions proposed for specific user requirements can be either found in the Excel Help Forum or proposed as a project to the Excel freelance community.