HOME BusinessSpreadsheets Portfolio Optimization

Portfolio Optimization 5.0

Description of Portfolio Optimization 5.0:
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.

Supported OS: WinVista x64, WinVista, WinOther, 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 98, Windows 8, Windows 2000, Win7 x64, Win7 x32, Win2000, Mac OS X 10.8, Mac OS X 10.7, Mac OS X 10.6, 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

System Req: Requires Microsoft Excel 97 or higher

User reviews: Portfolio Optimization Download

Name: *
Email:
Review: *

 

Popular terms of download Portfolio Optimization:

Software downloads related to Portfolio Optimization

SmartFolio
SmartFolio is a state-of-the-art asset allocation software aimed at all types of investors and investment professionals. It contains advanced portfolio optimization and risk management algorithms, based on latest achievements in portfolio theory. more info download

Excel VBA Models Set 1 XL-VBA
Excel VBA Models Open Source Code Learning Tool - Finance and Statistics Models Set Are you having difficulty understanding how to do finance and statistics within Excel? more info download

Excel VBA Models Set 1
Excel VBA Models with Open Source Code:1. Standard Deviation and Mean2. Lotto Number Generator3. Playing Card Probability4. Normal Random Number 5. Monte Carlo Integration6. Black-Scholes Option Pricing Model7. Binomial Option Pricing Model 8.... more info download

Excel VBA Models Combo Set XL-VBA4
The Excel VBA Models Open Source Code Combo Set contains 37 programs in finance, statistics, option pricing models, and numerical methods in open source code. Programs include Distribution 12 Random Number Generator, 6 Option Pricing Models, 3... more info download

1st Position - Search engine optimization software
Search engine optimization software with Keyword Analyzer & HTML Doorway page generator for top search engine positioning. more info download

FXWitz Flash Photo Portfolio
Makes, Publish online, Update Your Multimedia Portfolio with the images of new works every time you desire at zero cost independently all in Flash with a few click. From today You can: Have yours work on-line, Take advantage from the new... more info download

Web Optimization Angel Pro
Web Optimization Angel Pro: New generation website seo optimisation tool, search engine ranking web site optimization software that helps you to easy to get better position more info download

Web Optimization Angel Pro 2005.6.2
Web Optimization Angel: Top 10 website search engine optimization toolEasy to improve your site's rank by optimizing the most important ranking factors. Generate 45 search engine ranking factors for every keyword. Provide top 10 search engine... more info download

Investment Portfolio Management
OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. more info download

Infima Jpeg Optimization SDK
Recompress and Optimize JPEG files by an average of 30% without causing any addition loss in image quality. Infima Jpeg Optimization SDK introduces a new method for preprocessing and optimizing JPEG images before they are compressed. more info download

Cozy Restaurant Reservation for Workgroup
This is a more powerful version of Cozy Restaurant Reservation, with all of the features of the standard version, but with the additional capability to share data in real time over the network. more info download

LANoi Pro
LANoi pro helps simplify networking in an otherwise complex world of IP addresses, ports and dialog boxes, all of which confuse and sometimes even prevent the user from properly enjoying the features of remotely accessing the PC. more info download

News related to Portfolio Optimization

Trafficware Increases Speed of World Leading Synchro Traffic Optimization Software - Business Wire (press release)
Business Wire (press release)
Because the software is easy to use, traffic engineers are modeling within a very short time, thus adding to the number of reasons why Synchro optimization software remains the leading traffic analysis...
Fall Creators Update Feature Focus: Delivery Optimization - Thurrott.com (blog)
Thurrott.com (blog)
But it has been enhanced significantly for the Fall Creators Update. As a refresher, Delivery Optimization was originally introduced in Windows 10 in order to reduce download bandwidth and improve software update...
FinFolio adds Albitz/Miloe & Associates, Inc. as Portfolio Management Software Platform Client - Digital Journal
Digital Journal
DENVER, CO, August 22, 2017 /24-7PressRelease/ -- FinFolio is investment management software designed to download, report and trade on portfolio management data for investment advisory practices. ... For more information...
5 best optimization software for Windows 7 PCs - Windows Report
Windows Report
best Windows 7 optimization software More than two billion downloads, CCleaner is an award winning optimization software ideal for Windows 7 users. As its name suggests, CCleaner cleans the PC thoroughly. You may have to...
Major Saudi Arabian Oil Company Extends Corporate Coreworx Interface Management Contract - SYS-CON Media (press release)
SYS-CON Media (press release)
Coreworx is a software and services company that builds integrated information management software solutions for the world's engineering and construction projects. Used by companies like Fluor and Shell,...
NetFortris Augments Network with SD-WAN - SYS-CON Media (press release)
SYS-CON Media (press release)
NetFortris, Inc., a leader in secure cloud-based communication solutions, today announced the incorporation of software-defined wide area networking (SD-WAN) into its existing portfolio. The offering provides...
Avast Acquires Piriform, Maker of CCleaner - Business Wire (press release)
Business Wire (press release)
REDWOOD CITY, California--(BUSINESS WIRE)--Avast, the global leader in digital security products, today announced that it has acquired Piriform, the leading provider of device performance optimization...
How to Tap Netflix Subscriber Growth with ETFs - Nasdaq
Nasdaq
Internet software & services dominates the portfolio with 55% share in the basket, closely followed by internet & direct marketing at 38.8%. The product has AUM of ... Today, you can download 7 Best Stocks for the Next 30...
Eagle Communications Upgrades Voice Portfolio With Alianza Cloud VoIP Solution - Business Wire (press release)
Business Wire (press release)
INDIANAPOLIS--(BUSINESS WIRE)--Alianza Inc., the cloud voice platform company, announced today that Eagle Communications has selected Alianza's Cloud Voice Platform for its next-gen cable VoIP solution....
Microsoft releases new Windows 10 preview with shell, gaming, Task Manager, and mixed reality improvements - VentureBeat
VentureBeat
Microsoft today released a new Windows 10 preview for PCs with shell, gaming, Task Manager, mixed reality, and delivery optimization improvements. This is the seventh build of the upcoming ... The Advanced Options section lets...