Excel Portfolio Optimization Solutions

Excel Portfolio Optimization templates, add-ins and spreadsheet solutions

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Excel Solutions:

1. Portfolio Optimization
The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation. 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... Specify minimum and maximum constraints per investment for the optimized portfolio.

2. Portfolio Tracking
The Portfolio Tracking template for Excel is a personal investing workbook intended to give a simple yet powerful view of a financial portfolio (be it public or private) with context sensitive navigation to numerous destinations on the public internet. The Portfolio Tracking template for Excel is a personal investing workbook intended to give a simple yet powerful view of a financial portfolio (be it public or private) with context sensitive navigation to numerous destinations on the public internet...Track all portfolio holdings in a single excel spreadsheet template... Monitor both public and private portfolios.

3. Portfolio Performance Metrics
Portfolio Performance Metrics for Excel is a balanced scorecard template allowing to track the performance of a portfolio with risk adjusted metrics. Portfolio Performance Metrics is designed to measure the performance of financial funds under the active portfolio management approach. The balanced scorecard consists of the quantitative metrics, asset allocation metrics, and risk adjusted return metrics that measure the performance of the portfolio.

4. Portfolio Performance Monitoring
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations. The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments...Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis... Graphical display of historical portfolio performance snapshots.

5. Product Mix Optimization
Excel Product Mix Optimization analyzes production resources to isolate the optimal number of output products or services that maximizes profit margin. Excel Product Mix Optimization finds optimal production quantities of products and services based on input resource dynamics to maximize profit margin for the business...Key features of Excel Product Mix Optimization include: Efficiently establishes the optimal mix and unit numbers of products and services produced for available resource utilization.

6. Material Cut Length Optimization
Material Cut Length Optimization for Excel is an Excel add-in for calculating the optimal cutting strategy for raw materials that results in the least waste. Material Cut Length Optimization for Excel calculates the optimal cutting lengths of raw materials in order to utilize the maximum amount with the least waste. The main purpose of Material Cut Length Optimization for Excel is to find how to cut linear raw materials (bars, pipes, beams, wires, etc.

7. Stock Tracker
The Stock Tracker for Excel tracks the performance a portfolio of stocks by automatically updating stock prices from the internet and performing dashboard analysis of the portfolio. The Stock Tracker for Excel (Share Trade Tracker Pro) is a stocking tracking and portfolio performance analysis solution for Excel which automatically updates price information for valuation and reporting. Stock portfolios can be quickly and easily tracked with advanced performance reporting leveraged from the analytical features of Excel.

8. Financial Modeling Add-ins
Financial Modeling Add-ins for Excel provide five indispensable financial modeling functions for business efficiency: forecasting, investment economics, portfolio optimization, business resource optimization and material requirement planning. ..  The Financial Modeling Add-ins cover advanced calculations for for forecasting, investment economics, portfolio optimization, business resource optimization and material requirements planning... Portfolio Optimization - Optimizes any investment portfolio to meet asset management objectives.

9. Stock Monitoring
Stock Monitoring for Excel is a free Excel template allowing to create a portfolio of stock holdings with automatic quotes imported from online sources. Stock Monitoring for Excel enables to create a portfolio of past and present stock positions and monitor gains and losses at a glance. Stock Monitoring for Excel allows to import online stocks quotes automatically from the following sources: CNN.com Quicken.com Quote.com NASDAQ.com Money Central.com Toronto (Yahoo) Yahoo India Yahoo Hong Kong Yahoo Deutschland

10. Download Market Data
Download Market Data for Excel (Downloader XL) downloads free historical stock, index and mutual fund data from Yahoo Finance. Historical data is available from exchanges in the USA, Canada, UK, Ireland, Germany, France, Italy, Australia, New Zealand, India and more. .. Portfolio XL - a portfolio tracking add-in for Microsoft Excel. It allows you to create a portfolio of stocks which can be updated intraday. You specify certain tickers, the purchase price and date, and Portfolio XL monitors the price value of your portfolio and your transaction history.

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Business Categories:

1. Portfolio Management
Excel templates, add-ins and spreadsheet solutions to assist in the management of portfolios of financial investment assets. These Excel solutions focus on asset allocation for portfolios of financial investments and can be applied to optimize trading and investment strategies in financial markets.

2. Financial Markets
Excel templates, add-ins and spreadsheet solutions for financial market data analysis and portfolio management. These Excel solutions are designed to assist with the analysis required for the investment into financial markets. The Excel templates and solutions focus on integration of market and security data with technical analysis for enhancing and executing optimal trading and investment strategies.

3. Excel Productivity
Excel templates, add-ins and spreadsheet solutions for enhancing productivity and efficiency in working with Excel. These Excel solutions are designed to enhance the efficiency of working with Excel and optimize the performance of Excel spreadsheet applications.

4. Time Saving
Excel templates, add-ins and spreadsheet solutions to improve productivity and save time when working with Excel. These Excel solutions are designed as optimization utilities to enhance the performance of Excel spreadsheet models and can be used to clean up workbook structures and provide efficiencies to routine tasks.

5. Process Management
Excel templates, add-ins and spreadsheet solutions for the management of business processes and operations. ..Excel template and solutions dedicated to the analysis and interpretation of value stream and production processes that reveal process optimization potentials to reduce waste and improve margins.

6. Sales and Marketing
Excel templates, add-ins and spreadsheet solutions for sales analysis and formulating marketing strategy plans. ..Excel templates and solutions focus on optimization of sales revenue growth for business by applying analysis and methodologies relating to product and service pricing, demographic reporting and associated interdependencies for marketing strategy.

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Excel Help Forum Topics:

1. Portfolio Optimization
HelloThis is Gareth Jones, just joined the forum... I am working as manager at CNM Online... Hope to have great time hereRegards,Panel Heatershttp://www.cnmonline.co.uk/Panel-Heaters-c-108.html http://www.cnmonline.co.uk/Panel-Heaters-c-108.html

2. Portfolio optimization points
These questions actually relate to the portfolio optimization template and not the monitoring template.  To respond to the points raised: Ranking assets can be done by modifying returns in the correlation matrix before optimization.

3. Portfolio optimization questions
..It has no impact on optimization otherwise so can be set freely such as 0%...The results show the optimized average monthly return and then the target is used under Monte Carlo simulation to calculate the probability of achieving it under the current and optimized portfolios.

4. Portfolio optimization inputs
To hold weightinga at current level you should probably omit them from the analysis then add them back into the optmized weightings of the remaining products in the portfolio.

5. Portfolio optimization maximum products
The template is limited to 30 investment products.

6. Portfolio Optimization Template Support Resources
Welcome to the Excel Help Forum dedicated to the Portfolio Optimization template by Business Spreadsheets...Further support resources for the Portfolio Optimization template by Business Spreadsheets include: Frequently Asked Questions, and Full Product User Guides .

7. New Portfolio Optimization Template Version
A new version of the Excel portfolio optimization template has been released which addresses many issues and feature requests raised in this forum including: Convergence algorithm with folding to accurately identify pivotal portfolios around the efficient frontier.

8. Daily data for portfolio optimization
I've just bought the portfolio optimization. I have some enquires and hope that you can help:- I would like to ask if it can be used with the daily data? as i intend to estimate the optimal portfolio based on daily data for a period of 6 months.

9. Portfolio optimization on Excel 2011 Mac
We just ran the portfolio optimization the latest version 14.4.2 of Excel 2011 for Mac without any problems.This runtime issue is likely to be due to the data used for optimization. If you can attach your template by replying to this post notification then we can investigate the issue.

10. Portfolio Weightings
The optimization process will adjust the portfolio asset weights as this is what it is supposed to do in order to determine a better return/risk profile.

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Excel Help Forum Categories:

1. Excel Portfolio Optimization Template
Support forum for help with the Excel Portfolio Optimization Template by Business Spreadsheets. The support forum for the Excel portfolio optimization template by Business Spreadsheets provides help and technical assistance for using the template. While support questions are answered here, tips and experiences can also be shared among users. [Product Details] [Download the template]

2. Managing and Analyzing Financial Portfolios
Find Excel help and share Excel solutions relating to financial portfolio management and analysis. The Excel help forum for managing and analyzing financial portfolios focuses on problems and solutions for optimizing portfolios of financial investments and business streams to facilitate optimal asset allocation.

3. Excel Portfolio Performance Tracking Template
Support forum for help with the Excel Portfolio Performance Tracking Template by Business Spreadsheets. The support forum for the Excel portfolio performance tracking template by Business Spreadsheets provides help and technical assistance for using the template.

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