Portfolio performance tracking and periodic valuation of investsment portfolios with time weighted return calculations.. Accounts for financial asset transactions during the reporting period.. Requires Microsoft Excel 97 or...
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Excel Portfolio Optimization 11 Apr 18
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Portfolio Performance Tracking 3 Dec 15
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Excel Portfolio Tracking 11 Apr 18
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Excel Invoicing Template 11 Apr 18
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Portfolio Optimization 3 Dec 15
New Productivity Software for Business Spreadsheets
The Excel Invoicing Template stores product, customer and order details with inventory management and sales reporting.. A complete customer invoicing and inventory management system., Ability to integrate with existing CRM and inventory management...
Optimization for portfolios of financial investments or business streams with reweighting of capital allocation .. Sophisticated portfolio analysis and optimization at low cost., Download financial market data directly into Excel., Optimizes technical...
Portfolio Optimization 5.1 updated
The Portfolio Optimization template identifies the optimal capital weightings for a portfolio of financial investments that gives the highest return for the lowest risk based on the return risk profile and correlation between individual investments. The...
The Portfolio Performance Tracking template for Mac enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate...
Popular software
-
Excel Portfolio Optimization 11 Apr 18
-
Portfolio Optimization 3 Dec 15
-
Excel Invoicing Template 11 Apr 18
-
Excel Portfolio Tracking 11 Apr 18
-
Portfolio Performance Tracking 3 Dec 15