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The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the highest return for the lowest risk based on the return risk profile and correlation between individual investments. The design of the portfolio optimization model enables it to be applied to either financial instrument or business stream portfolios. 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 more...

What's New

Version 5.0:
  • Enhanced exporting functionality
  • Conversion to XLSM for current and future version of Excel for Mac
  • Tested for Yosemite compatibility


  • OS X 10.5 or later
  • Excel 2004 or higher for Mac

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5 1


Current Version (5.x)


Downloads 2,829
Version Downloads 160
License Shareware
Date 02 Nov 2014
Platform Intel 64 / OS X / PPC 32 / Intel 32 / PPC 64
Price $26.00
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