portfolio

Portfolio Optimization

The Portfolio Optimization model 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. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions....
Excel Business Tools :: Excel :: portfolio :: optimisation :: optimization :: management :: asset :: allocation :: personal :: wealth :: fund :: management :: sharpe :: ratio :: risk :: optimal :: weighti :: Portfolio Optimization

Portfolio Tracking - Monitoring

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the periods performance calculations...
Excel Business Tools :: portfolio :: tracking :: monitoring :: excel :: business :: tools :: business :: finance :: spreadsheets :: portfoliotracking-monitoring deluxe :: Portfolio Tracking - Monitoring

Portfolio Performance Monitoring

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations....
Excel Business Tools :: Excel :: portfolio :: monitoring :: valuation :: management :: financial :: investments :: assets :: personal :: wealth :: stocks :: bonds :: shares :: market :: performance :: ret :: Portfolio Performance Monitoring

Portfolio Performance Monitoring

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations....
Excel Business Tools :: Excel :: portfolio :: monitoring :: valuation :: management :: financial :: investments :: assets :: personal :: wealth :: stocks :: bonds :: shares :: market :: performance :: ret :: Portfolio Performance Monitoring

easyStockPortfolio - 1 year license

easyStockPortfolio is a account manager for your financial and investment transaction. Log your stock, mutual funds, commodities etc. positions and transaction with this tool. Log your banking transaction and more...
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Portfolio Optimization

The Portfolio Optimization model 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. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions....
Excel Business Tools :: Excel :: portfolio :: optimisation :: optimization :: management :: asset :: allocation :: personal :: wealth :: fund :: management :: sharpe :: ratio :: risk :: optimal :: weighti :: Portfolio Optimization

Personal Portfolio Manager

The OWL Personal Portfolio Manager (PPM) was rated the best portfolio management software by the Financial Times (London) and Securities Research Company Ltd (New Zealand). This powerful, yet easy to use, portfolio management and technical analysis system is used by individual investors and money managers on five continents. Completely redesigned, PPM is now even more powerful but just as easy to use...
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