Reviewed by German Marron on 16-Sep-2022:
I have to say its one of the best tools out there for early or veteran investors.
Reviewed by Jest on 11-Jun-2022:
One of the best portfolio optimization spreadsheets. This excel sheet is a specialized solution for investment managers or an individual. Stock Portfolio optimization tools have features that help optimize the portfolio of an investor and/or his client, with features such as maximizing Sortino ratio or based on risk.A one of kind quick tool for optimizing portfolios based on efficient frontier model.
Reviewed by John M Stewart on 09-Dec-2021:
I used this tool in my MBA finance course to assist in building a model portfolio. This tool is invaluable and I see the benefit in owning this tool to build future portfolios for myself, friends and family.
Reviewed by Kevin on 30-Apr-2021:
Calculating your portfolio to function at the most optimized point is challenging. When I was in economics class, this was assisted by the CAPM, the Efficient Market Theory, Calculating Beta, R-Squared, etc. This workbook makes quick work of portfolio optimization and is clear and concise as to what you need to input.
Reviewed by Ian on 29-Apr-2021:
The portfolio optimization template is very useful. It allows you to see which allocation of funds will maximize your portfolio's success. Also being able to analyze the Sharpe ratio and probability of returns has proved to be quite useful. Overall a great template with lot of tools to explore.