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Latest Customer Testimonials
Portfolio Optimization Template
"I have to say its one of the best tools out there for early or veteran investors."
(by German Marron on 16-Sep-2022)Portfolio Optimization Template
"One of the best portfolio optimization spreadsheets. This excel sheet is a specialized solution for investment managers or an individual. Stock Portfolio optimization tools have features that help optimize the portfolio of an investor and/or his client, with features such as maximizing Sortino ratio or based on risk.
A one of kind quick tool for optimizing portfolios based on efficient frontier model.
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(by Jest on 11-Jun-2022)Portfolio Optimization Template
"I used this tool in my MBA finance course to assist in building a model portfolio. This tool is invaluable and I see the benefit in owning this tool to build future portfolios for myself, friends and family."
(by John M Stewart on 09-Dec-2021)Business Valuation Template
"This is a real time saver for quickly evaluating a portfolio of prospective investment assets. A good way to establish a quick baseline and points of comparison between different investments."
(by Thomas Y on 31-Aug-2021)Business Valuation Template
"Previously, I have held a license as a Certified Valuation Analyst (CVA). The valuation process is not rocket science, but it is complex enough that you can screw it up if you don't know what you are doing. Insert this investment and business valuation workbook."
(by Kevin on 30-Apr-2021)
More Excel solutions by Business Spreadsheets include the free
Bond Yield Calculator and
Optimal Hedging Strategy templates. An extensive library of Excel solutions categorized by business purpose can be found in the
Excel Business Solutions directory.