Download Shareware and Freeware Software for Windows, Linux, Macintosh, PDA

line Home  |  About Us  |  Link To Us  |  FAQ  |  Contact

Serving Software Downloads in 976 Categories, Downloaded 28.360.993 Times

Portfolio Optimization 5.0

  Date Added: May 11, 2015  |  Visits: 2.697
5 Stars5 Stars5 Stars5 Stars5 Stars

Portfolio Optimization
Full screenshot

Report Broken Link
Printer Friendly Version
Order Now

Product Homepage
Download (171 downloads)



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.

Requirements: No special requirements
Release Date: April 10, 2015
Platforms: Windows 98, Windows 2000, Windows XP, Mac OSX, Windows 8, Win7 x32, Win7 x64, WinOther, WinVista , Mac Other
Keyword: Allocation Analysis Asset Excel Indicators Management Optimization Portfolio Return Risk Signals Technical Total
Version 5.0 Changes: Save as XLSM feature for recent versions of Excel and enhanced exporting functions.
Users rating: 0/10

License: Shareware Cost: $26.00 USD Size: 544 KB
USER REVIEWS
More Reviews or Write Review


PORTFOLIO OPTIMIZATION RELATED
Stock & Portfolio Tools  -  SmartFolio 3.0.68
SmartFolio is the most powerful asset allocation software aimed at all types of investors and investment professionals. It contains state-of-the-art portfolio optimization and risk management techniques, based on latest achievements in portfolio...
11.81 MB  
Investor Tools  -  SmartFolio Professional Edition 2.0.1
SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The...
8.74 MB  
Development Tools  -  Asset Tracker - A free inventory management system 0.5.06
Asset Tracker, Inventory/asset tracking and management web application.Asset Tracker allows you to track any kind of asset, with a user-configurable number, type, and name of fields. It can hold multiple asset databases, and has a plugin system...
61.44 KB  
Finance  -  Tulip Cell 0.8.0
Perform Technical Analysis in Excel with Tulip Cell, the free technical analysis add-in for Excel! With Tulip Cell, you can quickly and easily do technical in any Excel spreadsheet. Tulip Cell is good for doing technical analysis on stock...
447 KB  
Business  -  Excel Copy Sheets Multiple Times Software 7.0
Sobolsoft offers a time-saving solution to MS Excel file management. Now you can duplicate sheets automatically. Simply select the file and sheet, choose how many copies to make, and how to name to copies. Copies will be appended to the existing...
338 KB  
Programming  -  TA-Lib: Technical Analysis Library b.0.4.0
Technical analysis library with indicators like ADX, MACD, RSI, Stochastic, TRIX... includes also candlestick pattern recognition. Useful for trading application developpers using either Excel, .NET, Mono, Java, Perl or C/C++.
227.71 KB  
Site Search Tools  -  IBP SEO Software 12.0.1
IBP is the only SEO software program that guarantees you top 10 rankings - or money back. Tools included: search engine submitter, ranking checker, link builder, keyword analysis and research tool, website optimization editor and many more....
6.36 MB  
Application Add-Ins  -  RiskyProject Professional 4.2
RiskyProject Lite is project management software with integrated risk analysis. RiskyProject allows project managers to perform project planning, scheduling, quantitative risk analysis, and performance measurement of projects with multiple risks...
11.1 MB  
Application Add-Ins  -  Scan Workshop / NeoTicker EOD 3.61
Scan Workshop / NeoTicker EOD is an advanced investment tool with easy to use intelligent scanning, intraday quotes, animated tickers, portfolio tracking and programmable technical analysis stock charting. It is designed for people who require a...
29.83 MB  
Business  -  CSCP 4.0
Question Content According to APICS CSCP Exam Outlines : Supply Chain Management Fundamentals , Supply Chain Management Overview ,Major Supply Chain Identification ,Supply Chain Management Processes ,Supply Chain Management Evolution ,Value...
3.03 MB  
NEW DOWNLOADS IN BUSINESS, SPREADSHEETS
Business  -  Customer Scheduler Pro 1.8
For efficient and effective dealing with customers, every business have to specific details of its customers. In this age of information technology, manual recording of customer data is not a viable or rationale idea. Businesses are increasingly...
16.21 MB  
Business  -  Efficient Diary 5.22.0.528
Efficient Diary is a completely free while still beautiful, easy-to-use and cross-platform electronic diary software package. You can sync data across PCs and mobile phones. With its unique and powerful flash full-text search technique, you...
15.15 MB  
Business  -  Portable Efficient Sticky Notes 5.22.0.528
Throw away the traditional paper sticky notes and start using the completely free Efficient Sticky Notes! "Stick" your notes on the desktop and you can read important information at any time on the screen. It saves your money and saves your time!...
19.75 MB  
Business  -  Efficient Sticky Notes Pro 5.22.0.528
Throw away the traditional paper sticky notes and start using the powerful Efficient Sticky Notes Pro! "Stick" your notes on the desktop and you can read important information at any time on the screen. It saves your money and saves your time! The...
16.04 MB  
Business  -  Efficient Man's Organizer Free 5.22.0.528
Efficient Man's Organizer Free is a cross-platform personal information management package specially designed for men! It has a beyond-cool interface - a choice only of tasty and wise men! Many great features such as time management, contact...
19.41 MB  
Spreadsheets  -  Advanced CSV Converter 6.35
Advanced CSV Converter is a powerful and user-friendly application which allows you to convert any CSV files into a wide variety of other formats including XLS, XLSX, DBF, SQL, HTML, Fixed Text and various other common document and database...
2.3 MB  
Spreadsheets  -  Convert XLS 11.40
Fast, accurate & powerful, 'Convert XLS' is the comprehensive Excel/CSV/TXT conversion tool. Convert to/from Excel, CSV, TXT etc. Batch able. Automate all your Excel processes easily. Repeat complex conversion tasks by restoring prior 'Conversion...
5.91 MB  
Spreadsheets  -  Advanced XLS Converter 5.25
MS Excel is certainly one of the most powerful sheet editors and is extremely popular too. No wonder Excel document formats, XLS and XLSX are so wide spread. However, sometimes you may need to convert those files to some other format. Surely,...
2.05 MB  
Spreadsheets  -  CompactSections 1.2
Structures Office L.L.C. is a new company, with the objective of offering high quality structural analysis tools, at low cost, which integrate well with commonly used engineering tools such as Excel and Matlab. In Release 1.2, Structures...
10.61 MB  
Spreadsheets  -  SSuite Accel Spreadsheet 8.44.1
SSuite Accel is a professional, very useful, and practical spreadsheet application for everyday use at home or the office, and it's also absolutely and completely free! This powerful spreadsheet has all the tools you need to calculate,...
24.01 MB