Excel Portfolio Management templates, add-ins and spreadsheet business solutions
Excel templates, add-ins and spreadsheet solutions to assist in the management of portfolios of financial investment assets.
These Excel solutions focus on asset allocation for portfolios of financial investments and can be applied to optimize trading and investment strategies in financial markets. Excel templates and solutions focus on the construction, tracking and management of financial portfolios for improving investment performance and reducing potential risk.
Portfolio OptimizationThe Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation.
|Views: 26,282||Rating: 4.5 from 14 votes||Try It Get It |
Portfolio TrackingThe Portfolio Tracking template for Excel is a personal investing workbook intended to give a simple yet powerful view of a financial portfolio (be it public or private) with context sensitive navigation to numerous destinations on the public internet.
|Views: 41,225||Rating: 2.8 from 44 votes||Try It FREE |
Company Comparison AnalysisDownload listed company and stock data into Excel to compare up to 5 companies financial data with the with the Company Comparison Analysis Excel add-in. This Excel add-in provides access to company snapshot data including market trading data, company financial data, estimates, and seasonality data.
|Views: 22,017||Rating: 3.7 from 9 votes||Try It FREE |
Portfolio Performance MonitoringThe Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.
|Views: 18,409||Rating: 3.4 from 11 votes||Try It Get It |
Stock MonitoringStock Monitoring for Excel is a free Excel template allowing to create a portfolio of stock holdings with automatic quotes imported from online sources.
|Views: 11,398||Rating: 4.4 from 13 votes||Try It FREE |
Portfolio Performance MetricsPortfolio Performance Metrics for Excel is a balanced scorecard template allowing to track the performance of a portfolio with risk adjusted metrics.
|Views: 8,602||Rating: 2.8 from 7 votes|| Get It |
Stock TrackerThe Stock Tracker for Excel tracks the performance a portfolio of stocks by automatically updating stock prices from the internet and performing dashboard analysis of the portfolio.
|Views: 6,050||Rating: 3.7 from 6 votes|| Get It |
Additional Excel business solutions are categorized as Free Excel solutions
and the most popular
. Further solutions proposed for specific user requirements can be either found in the Excel Help Forum
or proposed as a project to the Excel freelance