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Excel Portfolio Optimization(Recommended)
Rate this solution:(4.4/5 from 16 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 Kevin on
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
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.
Reviewed by Liam on
It is a very cool tool to use financial data sets. Thanks for all the efforts to develop this tool.
Reviewed by Michel on
Excellent software which, by algorithm, allows to find solutions to the complex problems of asset correlation. I managed to use it for hedge funds to outperform the benchmark. Obviously you have to spend time to extract all the possibilities.
Reviewed by Lorena on
An excellent tool for establishing optimal capital weights for financial business portfolios with multiple assets.
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