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Portfolio Optimization 5.0

Optimize investment portfolios in Excel

 

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Portfolio Optimization 5.0 facilities

Vendor
5 Rue Des Benedictins
35500 Vitre
France
Vendor`s Webhttp://www.business-spreadsheets.com
Business Spreadsheets webshot
OSWindows 98, Windows 2000, Windows XP, Windows Vista, Windows 7, Windows 8, Mac OS, 64-bit (x86_64)
LimitationsNo limitations : Install and Uninstall
Actualizedmore than year ago
Downloads1170
LocalizedEnglish
LicenseFree to try
SnapshotPortfolio Optimization snapshot
Snapshot of Portfolio Optimization

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Portfolio Optimization manufacturer description

The Portfolio Optimization 5.0 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 Business letters and templates 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.
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Free download Portfolio Optimization 5.0
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Portfolio Optimization video tutorials

Tutorial ID : 40514

invest optimally in a market? (1/4)

Tutorial ID : 48854

invest optimally in a market? (3/4)

Portfolio Optimization categories

signals, risk, technical, Excel, optimization, allocation, return, analysis, total, asset, management, portfolio, indicators

What is new in 5.0 changeinfo log

Save as XLSM feature for recent versions of Excel and enhanced exporting functions.

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Smarter Choice award means that the price for the value and functions of Portfolio Optimization product is rational. Don't pay more than is necessary for the other software. This price is good.
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DownloadAtlas.com guarantees that Portfolio Optimization was tested by antivirus program and is absolutely clean, which means it does not contain any form of malware, including computer viruses, adware, trojans, spyware, rootkits, badware and other malicious and unwanted software.
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portopt.zip - CLEAN
portopt.zip » ZIP » Download_Market_Data.xls - CLEAN
portopt.zip » ZIP » Portfolio_Optimization.xls - CLEAN
portopt.zip » ZIP » readme.txt - CLEAN
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Portfolio Optimization permissions

You are able to make multiple copies of this model on the same computer. It is recommended to make a copy of the model before use so that an original 'clean' copy is accessible without the need to download a new one. Site licenses are available on purchase so that the model can be registered for an unlimited number of users within the same organization.

End user agreement for Portfolio Optimization

Business Spreadsheets MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THIS SOFTWARE OR THE INFORMATION, CONTENT, MATERIALS, OR SERVICES INCLUDED WITHIN IT. YOU EXPRESSLY AGREE THAT YOUR USE OF THIS SOFTWARE IS AT YOUR SOLE RISK. TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, Business Spreadsheets DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED. Business Spreadsheets DO NOT WARRANT THAT THIS SOFTWARE, ITS SITE, ITS SERVERS, OR E-MAIL SENT FROM ANY OF ITS AFFILIATES ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. Business Spreadsheets WILL NOT BE LIABLE FOR ANY LOSSES OF ANY KIND ARISING FROM THE USE OF THIS SOFTWARE, INCLUDING, BUT NOT LIMITED TO DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, AND CONSEQUENTIAL LOSSES.