Windows · $18 · General

Portfolio Optimization1.0

The 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

Operating system
9x/NT/2000/ME/XP/Windows 10/11
File size
134 KB
License
Shareware
Last updated
Mar 5, 2025
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Overview

What is Portfolio Optimization?

The 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

In depth

A closer look at Portfolio Optimization

The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial 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 Optimization model 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; and Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level.

Requirements

System requirements

Requires Microsoft Excel 97 or higher

Verdict

Should you download Portfolio Optimization?

Portfolio Optimization runs on 9x/NT/2000/ME/XP/Windows 10/11 and is available under the Shareware license — the installer is 134 KB. We’ve catalogued it under General.

Verified clean. Every Portfolio Optimization build on SoftLookup is scanned for viruses, spyware, adware, trojans and backdoors. We re-test on every update.
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At a glance

Portfolio Optimization specifications

Category
General
Publisher
Excel Business Tools
Last updated
Mar 5, 2025
Requirements
Requires Microsoft Excel 97 or higher
License
Shareware
Operating system
9x/NT/2000/ME/XP/Windows 10/11
File size
134 KB
Price
$18
Page views
508

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