Review and how it works
Portfolio Optimization is an application that evaluates the optimal capital weightings for a basket of financial investments which offers the best return for the least risk.
The exclusive and flexible design of this model permits to be applied to both financial instruments and business portfolios.
The capability to apply optimization analysis to a portfolio of businesses represents a useful framework for driving capital allocation, investment, and divestment decisions.
The most important options of the Portfolio Optimization model include Exclusive 'Maintain Current Return Level' choice to make sure to that return is not deteriorated at the expense of risk.
Portfolio Optimizer simple graphical result display with Monte Carlo simulation, such as probability analysis on specified 'Target' return level.
Brief details
It may be considered a template.
Ease and flexibility of Portfolio Optimizer input, with embedded help prompts;
This tool comes with the power to specify the number of units held in any product or business;
Specify minimum and maximum constraints for the output;
How to install & uninstall Portfolio Optimization - system requirements
Needs Microsoft Excel 97 or higher
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