Portfolio Optimization

Excel spreadsheet application by Excel Business Tools

Portfolio Optimization Excel Template

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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.

The key features of the Portfolio Optimisation template include:
– Ease and flexibility of input, with embedded help prompts.
– Ability to specify the number of units held in each product or business.
– Specify minimum and maximum constraints for the optimised portfolio.
– Unique ‘Maintain Current Return Level’ option to ensure that return is not deteriorated at the expense of risk.
– Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified ‘Target’ return level.


(Requires Microsoft Excel 97 or above)

You will receive information electronically immediately after ordering.
You will be able to download the product immediately after ordering.

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