Business    Investment Tools     Portfolio Optimization

Portfolio Optimization 5.0


Description of

Portfolio Optimization


The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the desired risk and return profile based on the correlation between individual investments. The design of the portfolio optimization model enables it to be applied to either financial instrument or business stream portfolios with long and short positions. The portfolio optimization template is intuitive and flexible with help icons throughout to assist with input and interpretation of output results. Input of historical data for the analysis is supported by options to specify absolute prices or returns, number of current units held and a tool to download long time periods of financial market data for securities from the internet. Advanced optimization options include setting minimum and maximum constraints for weightings in the optimal portfolio and risk analysis options for overall volatility under the Sharpe ratio, downside risk or semi-deviation under the Sortino ratio and gain/loss under the Omega ratio. Optimization can be set to maintain at least the current level of return and specify a target return for which the probability of attaining is calculated via Monte Carlo simulation. The portfolio optimization results are displayed with weighting charts and return distributions as well as acquisition and liquidation actions required. Technical analysis is provided with back tested total return from signal trading and automatic optimization of technical period constants for each investment or the total portfolio that results in the highest back tested return. Technical analysis indicators with detailed charting and back testing analysis include simple moving average (SMA), rate of change (ROC), moving average convergence/divergence (MACD), relative strength index (RSI) and Bollinger Bands. The template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio optimization solution.


Published by: Business Spreadsheets
Downloads: 3114
File Size: 544.0 KB
License: Shareware
Price: $26.00
Product Homepage: Visit Business Spreadsheets
Release Date: 10 April, 2015
OS: Windows XP , Windows Vista Ultimate x64 , Windows Vista Ultimate , Windows Vista Starter , Windows Vista Home Premium x64 , Windows Vista Home Premium , Windows Vista Home Basic x64 , Windows Vista Home Basic , Windows Vista Enterprise x64 , Windows Vista Enterprise , Windows Vista Business x64 , Windows Vista Business , Windows Vista , Windows 98 , Windows 2000 , Windows , Win7 x64 , Win7 x32 , Mac Other , Mac OS X 10.5 , Mac OS X 10.4 , Mac OS X 10.3 , Mac OS X 10.2 , Mac OS X 10.1 , Mac OS X , Mac , MAC OS
Requires: Requires Microsoft Excel 97 or higher
Download Location: Primary Download Link Broken? Report it!


Portfolio Optimization 5.0 Download Tags:
Excel    Portfolio    Optimization    Management    Asset    Allocation    Analysis    Technical    Indicators    Signals    Total    Return    Risk

Files32.com collects software information directly from original developers using software submission form. Sometimes it can happen that software data are not complete or are outdated. You should confirm all information before relying on it. Using crack, serial number, registration code, keygen and other warez or nulled soft is illegal (even downloading from torrent network) and could be considered as theft in your area. Files32 does not provide download link from Rapidshare, Yousendit, Mediafire, Filefactory and other Free file hosting service also. The software has been submitted by its publisher directly, not obtained from any Peer to Peer file sharing applications such as Shareaza, Limewire, Kazaa, Imesh, BearShare, Overnet, Morpheus, eDonkey, eMule, Ares, BitTorrent Azureus etc..
More Software from Business Spreadsheets

Investment and Business Valuation by Business Spreadsheets

Investment and Business Valuation 3.0
The Investment and Business Valuation template is ideal for evaluating a wide range of investment, financial analysis and business case scenarios. Analysis performed includes accounting impact,...

License:  Shareware
Platform:  Mac
File Size: 167.0 KB
Cost: $26.00

 

Portfolio Performance Monitoring by Business Spreadsheets

Portfolio Performance Monitoring 3.0
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment...

License:  Shareware
Platform:  Mac
File Size: 123.0 KB
Cost: $22.00

 

Regression Analysis and Forecasting by Business Spreadsheets

Regression Analysis and Forecasting 3.0
The Multiple Regression Analysis and Forecasting template provides a reliable identification of value drivers and forecasting business plan data. Advanced statistical tests performed include...

License:  Shareware
Platform:  Mac
File Size: 167.0 KB
Cost: $19.00

 

Project Planning and Management by Business Spreadsheets

Project Planning and Management 3.0
The Project Planning and Management template is designed as a generic solution to plan and manage any project from start to finish. Automated features include Gantt scheduling, participant workbook...

License:  Shareware
Platform:  Mac
File Size: 184.0 KB
Cost: $26.00

 

Multiple Regression Analysis and Forecasting 1.0
The Multiple Regression Analysis and Forecasting model provides a solid basis for identifying value drivers and forecasting business plan data While it utilises a range of commonly employed...

License:  Shareware
Platform:  Windows
File Size: 163.8 KB

 

Multiple Regression Anal 1.0
Multiple Regression Analysis and Forecasting The Multiple Regression Analysis and Forecasting model provides a solid basis for identifying value drivers and forecasting business plan data.

License:  Shareware
Platform:  Windows
File Size: 143.0 KB
Cost: $14.00

 

Portfolio Optimization Related Software

Forecast and Budget Builder Excel by Bizpep

Forecast and Budget Builder Excel 2.1
The Forecast and Budget Builder Excel is a streamlined tool for developing a 3 year business forecast and a 12 month budget. It requires minimal inputs and generates Optimistic to Pessimistic...

License:  Shareware
Platform:  Windows
File Size: 406.0 KB
Cost: $30.00

 

Checkbook for Excel by DJI Computer Solutions

Checkbook for Excel 5.1d
Checkbook for Excel is a custom personal & business finance application written for Microsoft Excel and is completely compatible with Excel 97/2000/XP/2003/2007 and higher. This version is an...

License:  Shareware
Platform:  Windows
File Size: 1.1 MB
Cost: $19.00

 

Real Option Valuation by Business Spreadsheets

Real Option Valuation 1.0
The Real Option Valuation model encompasses a suite of option pricing tools to quantify the embedded strategic value for a range of financial analysis and investment scenarios. Traditional...

License:  Shareware
Platform:  Mac
File Size: 180.0 KB
Cost: $26.00

 

XL-DBQuery by SBS Development

XL-DBQuery 1.5.0
XL-DBQuery is a powerful add-in for Microsoft Excel that makes it easy to perform data analysis and reporting. Unlike Excel's built-in "MS Query" function, XL-DBQuery offers
an...

License:  Shareware
Platform:  Windows
File Size: 26.9 MB
Cost: $129.00

 

Handicap Manager for Excel by DJI Computer Solutions

Handicap Manager for Excel 4.1a
Handicap Manager for Excel is a custom application written with Visual Basic for Applications in Microsoft Excel. It is completely compatible with Excel 97/2000/XP/2003/2007 or higher. It meets all...

License:  Shareware
Platform:  Windows
File Size: 1019.0 KB
Cost: $19.00

 

pb2xls 1.6.1
PowerBuilder library (component) for export to Excel format any data with cell's formatting (color, font, data types, etc.). You can add multiple worksheets into a workbook. Component's source code...

License:  Beta
Platform:  Windows
File Size: 398.0 KB
Cost: $24.95

 

UPC Bar Codes by Elfring Consulting Inc

UPC Bar Codes 3.1
The Universal Product Code has been used in the North American retail industry since 1973. There are two different versions of UPC bar codes, UPC-A and UPC-E. The UPC-A bar code is 12 digits long,...

License:  Beta
Platform:  Windows
File Size: 1.4 MB
Cost: $129.50

 
Portfolio Performance Monitoring by Business Spreadsheets

Portfolio Performance Monitoring 3.0
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation for portfolios of financial investments. Amount and timing of investment and divestment...

License:  Shareware
Platform: 
File Size: 123.0 KB
Cost: $22.00

 
 
Top Software

FTP Rush 2.1.8
FTP Rush is a free comprehensive FTP client for smooth file transfer. The program offers fully-fledged functionality delivered in a user-friendly interface and allows experienced users to create...

Crypt4Free by

Crypt4Free 5.47
Crypt4Free is files encryption software with ability to encrypt files and text messages. Support for ZIP files and ability to secure delete sensitive files. Skinnable user friendly interface.

Luxand Blink! by

Luxand Blink! 2.0
Login to your PC without touching a thing! Luxand Blink! is a free tool to let you log in to your Windows account by simply looking into a webcam - no passwords to type and no fingers to scan.

InTask Personal by

InTask Personal 1.5
InTask designed to help team leaders, developers and QA persons to share their efforts and deliver the products on time. The product includes fast task management, interactive gantt, document...

Pop-up Free by

Pop-up Free 1.56
Get rid of annoying popup windows and enhance your Web surf experience. Kill unexpected popup windows and protect your privacy. No more annoying advertisement windows and save your time.

Glary Utilities Portable by

Glary Utilities Portable 2.56.0.8322
One Click A Day For PC Maintenance, Keeps Any PC Problems Away. With 7 million worldwide users, the first-rank & free Glary Utilities is an INDISPENSABLE friend for your PC, with its 100% safe,...

VPSpro by

VPSpro 3.695
VPSpro is the ultimate in the creation of financial projection and general business plans. The unique walk-through process is simple to use and makes easy work of the hard parts of business planning.

Rylstim Budget Lite by

Rylstim Budget Lite 4.5.1.6376
Plan and manage your finances with a simple friendly calendar. Perfect solution for home users and freelancers!

Neox Screen by

Neox Screen 1.0.0.277
Neox Screen is a free application which with the help of the hotkeys you can take screenshots that are crystal sharp, small in size and ready to be shared.

EMCO Remote Installer Free by

EMCO Remote Installer Free 4.1.1
This free remote software deployment tool is designed to install and uninstall Windows software on remote PCs through local networks. You can use it to install and uninstall EXE setups and MSI...

Latest Software

PhotoStage Pro Edition 6.06
PhotoStage Pro Edition for Windows makes creating a slideshow easy and fun. Share your memories with a professional multimedia slideshow. Easily combine pictures, video clips, narration, and music....

DoneEx XCell Compiler 2.6
Excel workbook copy protection tool, compiles XLS to EXE application (which requires MS Excel to run) with securely hidden formulas and VBA code. Main features:copy protection with regkey; create...

Throttle by

Throttle 8.2.11.2019c
Throttle instantly upgrades your computer and modem to download files faster, browse the web faster and play games without lag. Throttle is one of the best internet acceleration software products...

Loving Hearts Screensaver 2.0
Valentine's Day is celebrated by many people around the world on February the 14th. We offer you to declare your love using Loving Hearts screensaver. You will see two animated hearts that beat...

ETAC Interpreter 2-0-6-ena
The ETAC programming language is a general purpose dictionary and stack based interpreted script programming language fully capable of traditional high-level block structured language style syntax.

Learn Russian Words by

Learn Russian Words 6.0
Training program for quick learning and memorizing Russian words. Allows to learn material quickly in comparison with usual methods of training. In the course of training the program offers to...

Hangman Pro for the Macintosh by

Hangman Pro for the Macintosh 4.0.2
Hangman Pro is a modern take on the classic hangman word-guessing game. It features colorful, non-violent graphics, digitized sounds, dozens of built-in word categories, thousands of words,...

PhotoPad Pro Edition 5.02
PhotoPad Pro Edition for Windows is a great and easy to use digital photograph editor. Whether you are a professional photographer or simply want to edit your personal photos, PhotoPad Pro offers...

A VIP Simple To Do List by

A VIP Simple To Do List 2.9.61
VIP Simple To Do List is an easy tool for planning of your daily life. The program lets everyone who wants to stop wasting time and bring life in order quickly manage everyday tasks with help of...

Net Monitor for Employees Professional by

Net Monitor for Employees Professional 5.6.8
The Net Monitor for Employees is employee monitoring software that allows you to see screens of remote computers or show your screen to employee. This activity monitoring software allows you to...

PureVPN Windows VPN Software 7.0.2
The updated Windows VPN app comes with new and improved features, including enhanced usability, better speed, and feedback mechanism. Use PureVPN for Windows and enjoy ultimate protection with...

Stellar Repair for Quickbook Software 9.0
Stellar Repair for QuickBooks Software recovers data from corrupt QuickBooks (QBW) and its backup (QBB) files. The software ensures data recovery from QBW files of multiple country editions and...

Related Searches

Currently Searching

Currently Downloading

PC-TimeClock v2.2
Keeps track of time you've spent on your computer. Time is charged to one or more "projects&quot\; from your list by simply "punching in&quot\; when you begin work on each project.

Mortgage Minder by

Mortgage Minder 4
Mortgage Minder 4.0 is one of the most easy to use; feature rich mortgage calculators you can buy. It calculates extra principal payments, different compound periods, variable interest rates,...

MailBee.NET Security 7.3
MailBee.NET Security components enable .NET applications to sign, verify, encrypt, decrypt e-mails, work with DomainKeys/DKIM, S/MIME, SSL/TLS, public and private certificates (including PFX), use...

Quick DVD Creator by

Quick DVD Creator 5.30
Quick DVD Creator is an All-in-One software that helps you copy, convert and create DVD movies.

Mozilla X
Mozilla is an open-source web browser, designed for standards compliance, performance, and portability.

CheckQuota Standard by

CheckQuota Standard 2.0
CheckQuota is the professional monitor program for directories. It monitors directory size, sends alerts and locks write processes if a limit was exceeded. The main functions of CheckQuota are:...

Audio Notes Recorder by

Audio Notes Recorder 6.5
This voice notes program records from microphone and all other sound sources. Its key features include support for scheduled recordings, voice operated recording, transcription playback, export to...

Private Room by

Private Room 2.1
protect folder or files password easily,open on any pc. own private data-space.
Let you own a private data-space. you can open it on any PC at any time!
Let you own a private data-space...

ENGSIM v2.1
ENGSIM is an engineering simulation library for Microsoft Visual C++. ENGSIM is easy to program.

iGetter Download Manager
iGetter is free download manager for MacOS! It is excellent utility for files that you want to download immediately or later.

Visual WhoIs 2004 by

Visual WhoIs 2004 1.5
Visual WhoIs 2004 is a handy network tool that allows you to find relevant information about domains, ip addresses, email addresses... Protect your privacy, avoid fraudulent sites. Locate web...

Desktop Scout by

Desktop Scout 4.04
Desktop Scout is a computer surveillance program which can be used in the home, school or office to monitor and record every detail of PC and Internet activity. Record all programs used, keystrokes...