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Multi-Asset Portfolio Tracker — Allocation, Rebalancing, Sharpe, Beta, Drawdown & Benchmarking (Excel, 10 tabs)Seven apps, seven partial views, and still no idea how your portfolio is actually performing.betainvestment trackingetfasset allocationrebalancingNew!Discussadd_shopping_cart $59.00 by Frank Casile
Trade Tracker & Portfolio (Google Sheets Template)This template will help you keep track of your trades and help visualize your portfolio performancefinancialmodelstocktradingtemplate5,8063add_shopping_cart $10.00 by Bassir Ahmadzai
Optimal Portfolio - Markowitz Efficient Frontier (With Short Selling Option) Excel ModelUse this tool uses Efficient Market Hypothesis to determine the optimized portfolio allocation.diversificationmarkowitzefficent market hypothesisportfolio theory1,5651add_shopping_cart $5.00 by Kenton Parrott, CFA, MBA
Project Portfolio Dashboard in Microsoft ExcelProject Portfolio Dashboard in Microsoft Excel - Legal Templateprojectmanagementdashboardexcelportfolio2,010Discussadd_shopping_cart $40.00 by Rahim Zulfiqar Ali
Equity Portfolio Monte Carlo Simulation Investment Return CalculatorExcel model to calculate the expected value and return for an equity portfolio using Monte Carlo simulation analysis and Excel stock data functionalityinvestmentprojectionequityfinancial modelpersonal finance1,091Discussadd_shopping_cart $79.00 by Projectify
Portfolio Management Powerpoint TemplatePortfolio Management Powerpoint template to ensure a long-term profitable growth and market leadership position of all business units or product groups.strategymergers and acquisitionsportfolio managementgrowth plancorporate strategy1,000Discussadd_shopping_cart free by StrategyPunk
Cryptocurrency Portfolio Dashboard in Microsoft Excel - Top 1000 Crypto Coins - Data Live from COINGECKO WebsiteCryptocurrency Portfolio Dashboard in Microsoft Excel - Top 1000 Crypto Coins - Data Live from COINGECKO Website (New Version) June 2026dashboardexcelportfoliocryptocurrencycrypto14,88013library_add free by Rahim Zulfiqar Ali
Portfolio Optimization Excel Model with Harry Markowitz's Modern Portfolio TheoryFind the efficient frontier of optimal portfolios, the Capital Allocation Line, tangent portfolio and moreinvestmentpersonal financewealth managementoptimizationportfolio8,5307add_shopping_cart $5.00 by Jhett Koo
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Cryptocurrency Portfolio Valuation Excel ToolIncredibly useful tool in tracking your cryptocurrency portfolio and its value.cryptocurrency portfoliocryptocurrency valuationexcel toolbitcoin valuemonero value8,526Discussadd_shopping_cart free by ND Cryptocurrency
Excel Financial Model for an Early Stage Investment PortfolioA comprehensive guide accompanied with explanations and examples to help you create an early stage portfoliofinancial modelinvestorsportfolioangelsearly stage investment1,667Discussadd_shopping_cart free by Seraf
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Theoretical Portfolio Optimisation CalculatorExcel tool for the calculation of the theoretical optimal portfolio weights for up to 25 securitiesstandard deviationexcelportfoliooptimisationmoden porfolio theory1,971Discussadd_shopping_cart free by Projectify
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Cryptocurrency Portfolio Excel SheetA simple crypto portfolio live tracking spreadsheet - updates ROI!investmentsportfoliotrackercryptocurrency4,4983add_shopping_cart free by Kerlo1203
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