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Portfolio Optimization for Mac

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Portfolio Optimization Analysis

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Portfolio Optimization is a trial version software designed for Mac users, focusing on enhancing investment strategies through data analysis. This productivity application allows users to evaluate and optimize their investment portfolios by utilizing various financial metrics and algorithms. The program is tailored to assist individuals and businesses in making informed financial decisions, ensuring that users can maximize returns while managing risks effectively.

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The software features intuitive tools for risk assessment, diversification analysis, and performance tracking. Users can input their asset data and preferences, and the application will generate optimal portfolio recommendations based on modern portfolio theory. Additionally, its user-friendly interface makes it accessible for both novice and experienced investors, providing essential insights into asset allocation and investment performance.

Icon of program: Portfolio Optimization

Portfolio Optimization for Mac

Download now

Used Portfolio Optimization for Mac?

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Full Specifications

GENERAL
Release
Latest update
Version
5.1
OPERATING SYSTEMS
Platform
Mac
Operating System
  • Mac OS X 10.6
  • Mac OS X 10.7
  • Mac OS X
  • Mac OS X 10.4
  • OS X 10.8
  • OS X 10.10
  • Mac OS X 10.5
  • OS X 10.9
  • OS X 10.11
  • Mac OS X 10.3
Additional Requirements
Excel 2004, 2011 or 2016 for Mac
POPULARITY
Total Downloads
787
Downloads Last Week
0
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Program available in other languages

Last Updated

Developer’s Description

By Business Spreadsheets
Manage financial investments.
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 design of the portfolio optimization model enables it to be applied to either financial instrument or business stream portfolios. The portfolio optimization template is intuitive and flexible with help icons throughout to assist with input and interpretation of output results. Input of historical data for the analysis is supported by options to specify absolute prices or returns, number of current units held and a tool to download long time periods of financial market data for securities from the internet. Advanced optimization options include setting minimum and maximum constraints for weightings in the optimal portfolio and risk analysis options for overall volatility under the Sharpe ratio, downside risk or semi-deviation under the Sortino ratio and gain/loss under the Omega ratio. Optimization analyzes the probability of attaining a target return via Monte Carlo simulation. The portfolio optimization results are displayed with weighting charts and return distributions as well as acquisition and liquidation actions required. The optimization process saves possible portfolios along the extremities of the efficient frontier. Pivotal profiles for minimum and maximum return, risk, and ratios can be subsequently loaded for analysis. Technical analysis is provided with back tested total return from signal trading and automatic optimization of technical period constants for each investment or the total portfolio that results in the highest back tested return. Technical analysis indicators with detailed charting and back testing analysis include simple moving average (SMA), rate of change (ROC), moving average convergence/divergence (MACD), relative strength index (RSI) and Bollinger Bands. The template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform portfolio optimization solution.
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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Business Spreadsheets, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.