Used Portfolio Optimization for Windows?


Editors’ Review

Download.com staff
This Excel template optimizes financial portfolios for maximum return and minimum risk. It analyzes investments using historical data, advanced ratios, Monte Carlo simulation, and technical analysis, providing clear weighting charts and actionable insights.

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  • Pros

    • Identifies optimal capital weightings for highest return, lowest risk.
    • Downloads long historical financial market data from the internet.
    • Advanced optimization with min/max weighting constraints.
    • Monte Carlo simulation analyzes probability of target return.
    • Cross-platform compatibility for Excel on Windows and Mac.
  • Cons

    • Requires Microsoft Excel software to operate.
    • Lacks real-time data feed integration.
    • No direct integration with trading platforms.
    • Does not offer cloud-based collaboration features.
    • Limited customizable reporting options.

Used Portfolio Optimization for Windows?


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Full Specifications

GENERAL
Release
Latest update
Version
5.1
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows NT
  • Windows 7
  • Windows 98
  • Windows ME
  • Windows 2003
  • Windows 2000
  • Windows Server
  • Windows 10
  • Windows 8
  • Windows Vista
  • Windows XP
Additional Requirements
Microsoft Excel 97 or higher
POPULARITY
Total Downloads
2,797
Downloads Last Week
0

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Developer’s Description

Identify the optimal capital weightings for a portfolio of financial investments.

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