Portfolio Optimization

Portfolio Optimization 2

Excel template for financial analysis

Portfolio Optimization is a Microsoft Excel template that allows the user to calculate the best capital weightings to establish which investments will generate the highest return for the least amount of risk.

You will be able to use this model for business portfolios or as a financial instrument which will allow you to apply the optimization analysis.

Portfolio Optimization includes features such as flexibility of input with help prompts to guide you at each field, the ability to set the number of units included in each business or product and the option to specify maximum and minimum constraints for your portfolio.

Another feature of this tool is the Maintain Current Return Level option that allows you to modify the correlation matrix and portfolio dynamics before performing the optimization process.