Excel Portfolio Optimization 5

User
  • 8.6
  • Very good
  • 107
Softonic
  • -
  • rank_0
Your rating:
Your rating
  1. 0
License:
Trial version
Language:
English
OS::
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Latest version:
5
Last month's downloads:
38
Size:
648 KB
Developer:
Close

Excel Portfolio Optimization is fully compatible with:

  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Excel Portfolio Optimization is also compatible with
Close

Report this software

Thank you! Your feedback will help us make software better for all of us.

Oops, something's gone wrong. Try again.

Need to get in touch with us? Click here.

Close

Available languages

  • English
Close

Limitations

Close

Versions of Excel Portfolio Optimization

All versions of Excel Portfolio Optimization
Version License Language O.S.
Excel Portfolio Optimization 5 19/11/14 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Excel Portfolio Optimization 4.3 19/09/13 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Excel Portfolio Optimization 4.2 23/07/13 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Excel Portfolio Optimization 4 22/07/13 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Excel Portfolio Optimization 3.2 29/03/13 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Excel Portfolio Optimization 3.1 07/01/13 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Excel Portfolio Optimization 4.2_ 29/09/14 Trial version English
  • Windows 95
  • Windows 98
  • Windows 98 SE
  • Windows ME
  • Windows 2000
  • Windows NT
  • Windows XP
  • Windows 2003
  • Windows Vista
  • Windows 7
  • Windows 8
Close

Apps & Games content ratings on Softonic

Content ratings help you understand the type of content you might find in an app or game, so you can decide if they are suitable for you and your family.

What do the ratings actually tell me?

Content ratings describe the minimum age we feel the content is suitable for. It does not indicate that the app was specifically designed for that particular age, or if a certain level of skill is required to play the game or use the app.

Where can I find the content ratings?

You will find the content ratings on every app or game page.

Why are some apps or games unrated?

If an app or game does not have a rating, it means that it has not yet been rated, or it’s been rated and we’re working to update the page.

Rating Systems

Softonic uses the rating systems by PEGI and ESRB. The ratings you see may vary by country or region.

Optimization for portfolios of financial investments or business streams with reweighting of capital allocation .

Excel Portfolio Optimization has been tested by Softonic, but it still doesn't have a review in English.

Pros
  • Sophisticated portfolio analysis and optimization at low cost.
  • Download financial market data directly into Excel.
  • Optimizes technical analysis constants for all securities within a portfolio.
Cons
  • Requires Microsoft Excel 97 or higher.

Have you tried out Excel Portfolio Optimization?

Be the first to review Excel Portfolio Optimization:

Your avatar

Optimization for portfolios of financial investments or business streams with reweighting of capital allocation .

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 returns, number of current units held and a tool to download long time periods of financial market data for securities.

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 provides the probability of attaining a target return 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. Alternative and custom portfolios along the efficient frontier can be loaded. Technical analysis is provided with back tested total return from signal trading and automatic optimization of parameters.

Supports mixed long/short position portfolios. Performs back tested rolling optimization. Technical analysis has been added with ability to optimize constant parameters to maximize back tested return on buy and sell signals. Includes detailed analysis and charting of simple moving average, rate of change, moving average convergence/divergence, relative strength and Bollinger bands. Provides the ability to apply a capital amount equally to starting portfolio weightings. Real-time data downloading

Have you tried out Excel Portfolio Optimization?

Be the first to review Excel Portfolio Optimization:

Your avatar
All opinions
Download Excel Portfolio Optimization

Top Downloads: Stock Exchange

  • United States
  • Global
Sponsored
  1. Stock data is integrated with the software and thus users do not have to source for their market data.

  2. ...
  3. 9 Excel Portfolio Optimization: Optimization for portfolios of financial investments or business streams with reweighting of capital allocation . Excel Portfolio Optimization

Articles Excel Portfolio Optimization

Discover alternatives to and add-ons for Excel Portfolio Optimization

Alternatives to Excel Portfolio Optimization

Excel Portfolio Optimization Excel Portfolio Optimization

Softonic
  • -
  • 0
User
  • 8.6
  • 8.6
Download

Addons for Excel Portfolio Optimization

  • Excel Portfolio Optimization doesn’t have any addons yet. Would you recommend any to us? Tell us

Searches Excel Portfolio Optimization