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 26.886.368 Times

Portfolio Optimization 5.0

  Date Added: May 11, 2015  |  Visits: 2.583
5 Stars5 Stars5 Stars5 Stars5 Stars

Portfolio Optimization
Full screenshot

Report Broken Link
Printer Friendly Version
Order Now

Product Homepage
Download (166 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  
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  
Investor Tools  -  Stock Price Analysis 1
Stock Price Analysis provide a free web based stock price analysis module. The easy to use interface incorporates Fundamental Analysis to calculate: Fair Value stock price; comparative stock Value; profit Target sell price; Stop Loss sell price;...
103.9 KB  
NEW DOWNLOADS IN BUSINESS, SPREADSHEETS
Business  -  Portable Efficient Calendar Free 5.21.0.522
Efficient Calendar Free is a professional, cross-platform and easy-to-use scheduler, planner and reminder. You can sync data across PCs and mobile phones. It saves your time by allowing international holidays and major holidays of some...
13.03 MB  
Business  -  Portable Efficient Calendar 5.21.0.522
Efficient Calendar is a professional, cross-platform and easy-to-use scheduler, planner and reminder. You can sync data across PCs and mobile phones. It saves your time by allowing international holidays and major holidays of some countries to...
13.98 MB  
Business  -  Just Translate 2016 for Windows 3.2.1
With jalada Just Translate the world speaks one language - Yours! jalada Just Translate provides instant full text translations between dozens of different languages. It can translate words, sentences, emails, tweets, web pages and more between...
34.17 MB  
Business  -  Efficcess Network 5.21.0.522
Efficcess Network is specially designed for small to medium workgroups to share data! The network edition has all features of pro version. Such as to-do lists, contacts, electronic diary, notes, passwords manager etc. Besides, with network...
20.67 MB  
Business  -  Efficcess Free Portable 5.20.0.516
Efficcess Free is a cross-platform personal information manager that can help you organize and plan your business and private life. With Efficcess Free you can keep track of contacts, appointments, tasks, to-do lists, birthdays, and much more. The...
14.27 MB  
Spreadsheets  -  SSuite Accel Spreadsheet 8.42.1
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 complately free! This powerful spreadsheet has all the tools you need to calculate,...
24.01 MB  
Spreadsheets  -  DoneEx XCell Compiler 2.3.4
DoneEx XCell Compiler offers very easy and hassle free Microsoft Excel workbook copy protection. You can compile Excel spreadsheet into EXE application with securely hidden formulas in binary format and protected VBA code. With...
12.92 MB  
Spreadsheets  -  Advanced XLS Converter 4.75
Have you ever wished you could convert your xls (excel) file to a database at the click of a button? Or that you could transform it into perfectly formatted plain text to paste into an e-mail, or an instant web page to add to your site? Advanced...
2.04 MB  
Spreadsheets  -  Advanced CSV Converter 5.85
Advanced CSV Converter is a fast and accurate csv converter supporting popular data exchange formats. Most databases use CSV files for data import because it is a popular and handy way of loading large amounts of data. However, from time to time...
1.99 MB  
Spreadsheets  -  Convert XLS 10.30
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...
5.89 MB