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Portfolio Optimization

Portfolio Optimization

Published By: Business Spreadsheets
License Type: Shareware
Date Added: 18 February, 2011
Date Released: 26 August, 2007
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Category: Business / Investment Tools
Description of Portfolio Optimization program at Mac Shareware:


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Portfolio Optimization template

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. The key features of the Portfolio Optimization model include: 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 optimized portfolio, Restrict analysis to downside risk only, 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.

Portfolio Optimization is a free to try software. You can free download and try it for an evaluation period.
Price: $18.00
License: Shareware
Downloads: 68
Size: 119.1 KB

Platform: Mac OS X, Mac, Windows Vista

System Requirements: Requires Microsoft Excel 97 or higher