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Excel template calculates optimal capital weightings. Shareware ($18.00)
The Portfolio Optimization template calculates the optimal capital weightings for a basket of 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. Risk can be set as overall portfolio volatility, downside volatility or semi deviation below a target return. Monte Carlo simulation calculates a probabilities of achieving a target return. Security prices can be automatically downloaded for input to the portfolio optimization.
What's New
Version 2.1:
- Automatic download of historical prices for portfolio securities from the web.
Requirements
- PPC / Intel
- Mac OS X 10.5 or later.
- Excel 2004 or Excel 2011.
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| Downloads:1,876 |
| Version Downloads:89 |
| Type:Business : Spreadsheets |
| License:Shareware |
| Date:07 Jan 2012 |
| Platform:PPC / Intel |
| Price: $18.00 |
Overall (Version 2.x): |
| Features: |
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The Portfolio Optimization template calculates the optimal capital weightings for a basket of 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. Risk can be set as overall portfolio volatility, downside volatility or semi deviation below a target return. Monte Carlo simulation calculates a probabilities of achieving a target return. Security prices can be automatically downloaded for input to the portfolio optimization.
Copyright © 2012 MacUpdate LLC
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FinanceMac reviewed on 09 Jan 2012