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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: 28,696Rating:
4.5 from 15 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: 20,232Rating:
3.5 from 12 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: 13,242Rating:
3.9 from 17 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: 9,909Rating:
2.8 from 8 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: 7,707Rating:
3.7 from 6 votes
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