Theoretical Portfolio Optimisation Calculator
Excel tool for the calculation of the theoretical optimal portfolio weights for up to 25 securities
2,006Discussadd_shopping_cart
free
by Projectify
Search results: average return
by Projectify
Equity Portfolio Monte Carlo Simulation Investment Return Calculator
Excel model to calculate the expected value and return for an equity portfolio using Monte Carlo simulation analysis and Excel stock data functionality1,133Discussadd_shopping_cart$79.00
by Projectify
Investment Return Monte Carlo Simulation Excel Model Template
Model to calculate the expected value and return of an investment over an investment period using Monte Carlo simulation4,2142add_shopping_cart$35.00
by Projectify
REIT (Real Estate Investment Trust) Fund Financial Projection Model
Highly versatile REIT fund 8-year 3-statement financial projection model with calculations for fees, AUM and returns across multiple property investments565Discussadd_shopping_cart$110.00
by Projectify
Debt Fund Financial Projection Model with Distribution Waterfall.
Highly versatile debt fund projection model with 25 debt investments, financial investments, leverage, LP/GP distributions, preferred return and carried interes175Discussadd_shopping_cart$109.00
by Projectify
Hedge Fund Financial Projection Model
Highly versatile hedge fund 5-year 3-statement financial projection model with calculations for management and performance fees, across multiple funds726Discussadd_shopping_cart$99.00
by Projectify
Investment Holding Company 3 Statement Financial Projection Model
3 statement 5 or 8 year rolling financial projection Excel model for an holding company with investments in up to 8 portfolio companies.817Discussadd_shopping_cart$99.00
by Projectify
Wind farm Investment 3 Statement Financial Projection Model
User-friendly 3 statement yearly rolling financial projection Excel model for new or existing windfarm operation.578Discussadd_shopping_cart$59.00
by Projectify
Hydroponics Startup/Existing Business Financial Projection 3 Statement Model
User-friendly 3 statement 5 year rolling financial projection Excel model for existing/startup hydroponics business1,451Discussadd_shopping_cart$59.00
by Projectify
Real Estate funds Model
The new technique to evaluate Real Estate funds ( discount cash flow & economic value add )1,714Discussadd_shopping_cart$50.00
by Hany Hassanein Badr
Generic Monthly 5-Year 3 Statement Rolling Financial Projection Model with Valuation
Generic 5-year (monthly) 3 statement rolling projection model for new or existing business with integrated valuation1,625Discussadd_shopping_cart$59.00
by Projectify
Membership-Based Business Financial Projection 3 Statement Excel Model
User-friendly 3 Statement Excel Model intended for the preparation of projections for a membership-based business2,4095add_shopping_cart$49.00
by Projectify
Distribution Startup/Existing Business Financial Projection 3 Statement Model
User-friendly 3 statement 5 year rolling financial projection Excel model for existing/startup distribution business717Discussadd_shopping_cart$59.00
by Projectify
Retail Outlet Startup/Existing Business Financial Projection 3 Statement Excel Model
Highly versatile and user-friendly Excel financial projection model for new/existing retail outlet business1,1352add_shopping_cart$59.00
by Projectify
Hotel Startup/Existing Business Financial Projection 3 Statement Excel Model
User-friendly 3 Statement 5 year rolling financial projection Excel model for a startup or existing Hotel business1,284Discussadd_shopping_cart$59.00
by Projectify
Wellness Centre 5-Year 3 Statement Financial Projection Model
5 year rolling financial projection Excel model for a wellness centre offering fitness and exercise programs and wellness services and products.784Discussadd_shopping_cart$59.00
by Projectify
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- 20 minutes ago
Financial Model Assumption Book
Financial model assumption and reference sheet template to be linked to the model6,025Discussadd_shopping_cartfree
by FinExMod
- 21 minutes ago
Q&A Tracking Sheet for a Financial Model (Excel)
This is sheet can be inserted with the financial model to keep track of Q&As on the financial model.11,292Discussadd_shopping_cartfree
by FinExMod
- 22 minutes ago
Financial Model Version Tracker
Financial model tracker is a tool enables you to keep a track of the changes through multiple versions1,733Discussadd_shopping_cartfree
by FinExMod
- 23 minutes ago
Debt Service Reserve Account (Manual & Excel Template)
Free Excel template and detailed manual covering the concept and structure of Debt Service Reserve Account.2,697Discussadd_shopping_cartfree
by FinExMod
- 25 minutes ago
Project Finance Debt Metrics (Manual and Template)
This manual and workbook are designed to help you build metrics required by lenders for project finance transactions.1,672Discussadd_shopping_cartfree
by FinExMod
- 26 minutes ago
Modeling different principal debt repayment methods
This Excel file runs through five methods for modelling debt principal repayment2,161Discussadd_shopping_cartfree
by FinExMod
- 28 minutes ago
Typical Cash Flow Waterfall (Excel Template and PDF manual)
Contains a typical cash flow waterfall and covers the concept of cash flow waterfall5,9071add_shopping_cartfree
by FinExMod
- 29 minutes ago
Building Integrity Checks in Project Finance Models (Manual & Template)
This is a spreadsheet that can be integrated in any project finance model. It contains most common integrity checks.2,7094add_shopping_cartfree
by FinExMod
- 33 minutes ago
Financial Model audit check list - spreadsheet
This is an audit or productivity tool that you can use while reviewing someone else’s models.9,2756add_shopping_cartfree
by FinExMod
- 2 hours ago
IFRS 9 Stage 1 ECL Estimation
This model estimates the probability of defaults on financial instruments, for financing reporting purpose.3,6271add_shopping_cart - 2 hours ago
ECL IFRS 9
Expected Credit Loss (ECL) is a forward-looking estimate of potential losses from credit risk over the life of a financial asset, required under IFRS 9.990Discussadd_shopping_cartfree
by Mo ModelPro
- 3 hours ago
Portfolio Variance Model
A simple model to learn and play with portfolio variance in Excel1,864Discussadd_shopping_cartfree
by Risk Prep
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Simple Asset Allocation Model
Basic guidance on how to structure your asset portfolio, for safe and effective investment strategy832Discussadd_shopping_cart - 3 hours ago
How to use history in making an acquisition analysis
An extensive excel tool for acquisition analysis, and how to use history when making an acquisition analysis.1,304Discussadd_shopping_cartfree
by Prof. Ed Bodmer
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Due Diligence Report (FREE)
Gain Financial Insights & Mitigate Investment Risks1,116Discusslibrary_addfree
by P
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Combination Model
A 22 section excel model to assess the impact on the financials of the combination of companies10,7576add_shopping_cartfree
by John P. Burns
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Startup SaaS Financial Model Template – 3 Tier Subscription
This is a 3 Statement financial Model Template for a SaaS Startup420Discussadd_shopping_cart$4.00
by DY Consultants
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Debt Schedules For Several Loans With Different Terms
Loans schedule template assuming you have several loans with different terms326Discussadd_shopping_cart$4.00
by DY Consultants
- 4 hours ago
Due Date Pop-up Alert & Tracker with Color Change Notifications in Microsoft Excel
Due Date Pop-up Alert in Excel - Date Due Tracker - Due Date Color Change Notifications2,183Discusslibrary_add - 4 hours ago
SaaS Cohort Analysis Model
A simple cohort analysis spreadsheet to understand how you are doing on your KPIs (Churn, Customer Lifetime etc.)5,905Discussadd_shopping_cartfree
by Christoph Janz
