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Portfolio Management Spreadsheets

Use these spreadsheets to manage your portfolio. Simple layout and design for use with Microsoft Excel 2007.

Our Excel Portfolio Management Spreadsheets Toolkit includes the following:
  • Data and setup for calculating historic average returns.
  • Data and setup for calculating historic standard deviation.
  • Mean Variance Optimization for Microsoft Excel using Solver for two assets
  • Mean Variance Optimization for Microsoft Excel using Solver for three assets
  • Performance Measurement Using Sharpe Ratio


  • Buy Portfolio Management Spreadsheets, Purchase Price 19.95 EUR











     
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