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Portfolio Optimization 3.0

 
Portfolio Optimization
Category: Business & Productivity Tools / Stock and Portfolio Tools  
Author: Business Spreadsheets - Excel Templates | Published: Jul 25, 2012
License: Shareware | O/S: Windows XP, Windows Vista, Windows 98, Windows 2000, Mac OS X
Uninstaller: yes








The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the highest return for the lowest risk based on the return risk profile and correlation between individual investments. The design of the portfolio optimization model enables it to be applied to either financial instrument or business stream portfolios. 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 97-2010 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio optimization solution.

Portfolio Optimization Related Tags: Allocation - Analysis - Asset - Excel - Indicators - Management - Optimization - Portfolio - Return - Risk
File Size: 376.0 KB   Price: $26.00   Downloads: 53
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More Software from Business Spreadsheets - Excel Templates:

Investment and Business Valuation - Regression Analysis and Forecasting - Portfolio Performance Monitoring - Excel Invoice Template - Bond Yield Calculator
 

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Portfolio Optimization also mentioned on ShareMe

1.  SmartFolio Professional Edition - Business & Productivity Tools
... SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience. ...
 
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... Sophisticated portfolio optimization, money management and asset allocation simulation software for traders and investors. Identify and establish a balance between opportunities and risks. ...
 
3.  Tuning Portfolio - Business & Productivity Tools/Investment Tools
... The program has been created to support the decision processes in investment management. It will be useful not only for an investor, investment advisor or an asset manager, but also for anyone who intends to enter the world of investments and explore the use of portfolio theory in practice. The program allows you not only to optimize the portfolio in the Markowitz sense, but additionally allows optimization using 'higher moments', such as skewness. User can rank assets based on about 14 ...
 
4.  Trader's Risk Management Guru - Business & Productivity Tools/Investment Tools
... Powerful easy to use portfolio optimization, asset allocation and money management software for investors and traders. Through Monte Carlo simulation it discovers the statistical opportunities and risks behind your results and "what if" ideas. Furthermore it finds your optimal betting percentage considering your chances and degree of diversification chosen. You can also optimize your degree of diversification ! Using the optimal betting percentage during investing and trading allows ...
 
5.  optimtask - Utilities/Other Utilities
... Optimization model of industrial activity. - For a given portfolio Hmin minimum and maximum Hmah, - Determine the total cost of harvesting, processing and assembly operations of main production minimizing the cost. ...
 

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