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Excel Portfolio Optimization(Recommended)
Rate this solution:(4.5/5 from 15 votes)
The Excel Portfolio Optimization model calculates the optimal capital weightings for portfolios of financial or business investments that maximizes return for the least risk. The design of the model enables it to be applied to either financial instrument or business portfolios. Additional technical analysis indicators perform optimized back testing to establish the technical parameters required to provide the highest total return from signal trading. |
The key features of the Portfolio Optimization model include:
More resources for the Portfolio Optimization template including video, user manual and support can be found on the Excel Portfolio Optimization Template page.
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Latest Reviews for Excel Portfolio Optimization:
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Reviewed by Jay on
I have used the Portfolio Optimization template with data download Excel file. I have used other optimization tools prior to this and compared with the other optimization tools, the Portfolio Optimization solution is easy to use and yet very powerful. It has also intuitive graphical tools, which I have used for my documents that show optimization results. Using other commercial optimization packages was cumbersome to download financial data and convert into a predefined data formats. However, this Excel template is easy to download data from either Yahoo or Google Finance and they are ready to copy and paste directly to the optimization spreadsheets. It is so easy to use right away. Recommended both for educational and professional purposes. It is an excellent tool for equity investments.
Reviewed by JD on
We used this program in my in my investment finance class and it made it very easy to see the best ways to create portfolios. I would highly recommend it due to the ease of use and the amount of information it gives you.
Reviewed by Laichao on
This is the most powerful tool I have found in the market for constructing a portfolio.
Reviewed by Chris Ellis on
This spreadsheet provides an easy way to activate the data provided by Yahoo into a meaningful analysis of the market.
Reviewed by Roderick Hosang on
I have been using Portfolio Optimization for almost four years now and I am quite satisfied with it for the cost.
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