Portfolio Optimization 5.2

Portfolio Optimization 5.2 Screenshot The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk.

Developer:   Excel Business Tools
      software by Excel Business Tools →
Price:  18.00  buy →
License:   Shareware
File size:   0K
Language:   
OS:   Windows Vista (?)
Rating:   0 /5 (0 votes)

The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk.

The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions.

Features:

  • Ease and flexibility of input, with embedded help prompts;
  • Ability to specify the number of units held in each product or business; Specify minimum and maximum constraints for the optimised portfolio;
  • Unique 'Maintain Current Return Level' option to ensure that return is not deteriorated at the expense of risk; and Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level.

    tags return  level  the  

    Portfolio Optimization 5.2 screenshot


    Download Portfolio Optimization 5.2

     Download Portfolio Optimization 5.2

    Purchase:  Buy Portfolio Optimization 5.2


    Authors software

    Multiple Regression Analysis and Forecasting 1.0 Multiple Regression Analysis and Forecasting 1.0
    Excel Business Tools

    The Multiple Regression Analysis and Forecasting model provides a solid basis for identifying value drivers and forecasting business plan data.

    Real Option Valuation 2.1 Real Option Valuation 2.1
    Excel Business Tools

    The Real Option Valuation model encompasses a suite of option pricing tools to quantify the embedded strategic value for a range of financial analysis and investment scenarios.

    Project Planning and Management 3.2 Project Planning and Management 3.2
    Excel Business Tools

    The Project Planning and Management template is designed as a generic solution to plan and manage any project.

    Portfolio Optimization 5.2 Portfolio Optimization 5.2
    Excel Business Tools

    The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk.

    Investment and Business Valuation 3.2 Investment and Business Valuation 3.2
    Excel Business Tools

    The Investment and Business Valuation template is ideal for evaluating a wide range of investment, financial analysis and business case scenarios.

    Similar software

    Portfolio Optimization 5.2 Portfolio Optimization 5.2
    Excel Business Tools

    The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk.

    WebCab Portfolio (J2SE Edition) 5.0 WebCab Portfolio (J2SE Edition) 5.0
    WebCab Components

    Apply the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect to Markowitz Theory by giving the risk, return or investors utility function; or with respect to CAPM by given the risk, return or Market Portfolio weighting.

    Portfolio Performance Monitoring 2.0 Portfolio Performance Monitoring 2.0
    Excel Business Tools

    The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments.

    Master Investor 2000 5.1.7.6 Master Investor 2000 5.1.7.6
    OWL Software

    MI Investor 2000 is a fully integrated system that will combine portfolio management with technical analysis.

    Real Option Valuation 2.1 Real Option Valuation 2.1
    Excel Business Tools

    The Real Option Valuation model encompasses a suite of option pricing tools to quantify the embedded strategic value for a range of financial analysis and investment scenarios.

    Business Valuation Model Excel 60 Business Valuation Model Excel 60
    Bizpep

    The Business Valuation Model Excel combines relative indicators for future performance with basic financial data (Revenue, Variable and Fixed Costs) to value the business.

    Investment Analysis Software 10 Investment Analysis Software 10
    Bizpep

    Investment Analysis Software provides the capacity to easily analyze the performance of any investment.

    CVaR Expert Professional CVaR Expert Professional
    Rho-Works

    CVaR Expert is a total solution for measuring, analyzing and managing portfolio risk using historical VaR and CVaR methodologies.

    @RISK 4.5.5 @RISK 4.5.5
    Palisande

    @RISK is designed to be world's most powerful risk analysis software.

    Project Risk Analysis 2.1 Project Risk Analysis 2.1
    Katmar Software

    Project Risk Analysis program allows the capital risks on projects to be evaluated, and calculates the financial contingency.

    Other software in this category

    JobCost Controller for Excel 11.1 JobCost Controller for Excel 11.1
    CPR International, Inc.

    Construction Jobcost Tracking System for Excel.

    7OfficeDemoWin 3.0.3 7OfficeDemoWin 3.0.3
    7Office Inc.

    7Office is an enterprise solution for small business.

    7ContactWin 3.0.3 7ContactWin 3.0.3
    7Office Inc.

    7Office is an enterprise solution for small business.

    II_WorkSchedule 6.61 II_WorkSchedule 6.61
    Image Integration

    II_WorkSchedule is a useful electronic personal-management software for Companies.

    Real-time Foreign Exchanger 2.11 Real-time Foreign Exchanger 2.11
    Hunter Soft

    The software is a break-through in the field of Foreign Exchange Rate software.