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Description language 1Description language 2Description language 3Description language 4
PlatformLicenseASP member
ClassSpecificCategory
NamePublisher/developer
KeywordsDescription
      
Portfolio Optimization 5.2
Company: Business Spreadsheets
Country: France, Ille-et-Vilaine, Vitre
ASP member: Yes
Company Web site: https://www.business-spreadsheets.com/
Site of program: http://www.business-spreadsheets.com
Application info: https://www.business-spreadsheets.com/portopt.htm
Video: https://www.youtube.com/watch?v=3GBjRnyV_iY

Author: Business Spreadsheets

Sales email: contact@business-spreadsheets.com
Support email: contact@business-spreadsheets.com

License type: Shareware
Class: Business::Investment Tools
Specific: Business
Categories: Business & Finance :: Stocks & Portfolios, Business & Finance :: Spreadsheets, Business & Finance :: Finance Tools, Home & Hobby :: Home Finance, Education :: Teaching, Business & Finance :: Misc. Business
Platform: Windows
OS: Win2000, WinXP, Win7 x32, Win7 x64, Windows 8, Windows 10, WinServer, WinOther, WinVista, WinVista x64
System requirements: Requires Microsoft Excel 97 or higher
Language: English
Limitations: No limitations

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

The Portfolio Optimization 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 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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0.57 MB

~26.00$
~24.06€
DateVersionStatusRelease history
05 Sep 20165.2Major UpdateCompatible with Microsoft Excel 2016 for Windows and Mac
Distribution 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.

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