Search results: investment portfolio

• 

  Angel Investment Portfolio ROI Calculator

  It has been prepared by Oak Business Consultants to assist angel investors in calculating the return on their investment portfolio over a period of time.

  financial modelfinancial modelingexcelangel investment

  87Discussadd_shopping_cart

  $110.00

  by Oak Business Consultant
• 

  Investment Portfolio Dashboard Analysis

  Investment Stock Portfolio Dashboard

  stock analysisdata scienceinvestment portfoliodkawbuffett

  109Discussadd_shopping_cart

  free

  by DKAW Automations
• 

  Excel Financial Model for an Early Stage Investment Portfolio

  A comprehensive guide accompanied with explanations and examples to help you create an early stage portfolio

  financial modelinvestorsportfolioangelsearly stage investment

  1,667Discussadd_shopping_cart

  free

  by Seraf
• 

  Portfolio Overview

  A clear and easy‑to‑use Excel template for tracking and analyzing your investment portfolio across multiple currencies.

  asset managementinvestment portfolioasset allocationportfolio analysisfinancial dashboard

  74Discussadd_shopping_cart

  $25.00

  by Simon Minder
• 

  Financial Portfolio Tracking and Valuation Excel Model Template

  Excel portfolio tracking and valuation allows the ongoing tracking of the performance of financial investment portfolios

  financial portfolio valuationportfolio trackingmonitoringperformance reportingtime weighted return

  2,517Discussadd_shopping_cart

  $22.00

  by Business Spreadsheets
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  Portfolio Modelling Tool

  A ready-to-use financial template to help you understand the potential performance of an early stage investment

  portfoliomodelling toolportfolio modelling tool

  1,218Discussadd_shopping_cart

  free

  by Seraf
• 

  Residential Investment Property - 20 year Financial Forecasting Model

  This Residential Investment Property Acquisition Model will provide 20 years of Three-Statement analyses, plus Valuations, Income Tax, and CGT consequences.

  cash flow statementtemplateexcelproperty acquisitionvalue residential property

  239Discussadd_shopping_cart

  $29.00

  by Anthony Van Rensburg
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  Simple Asset Allocation Model

  Basic guidance on how to structure your asset portfolio, for safe and effective investment strategy

  investmentreal estateprivate equityhedge fundsbonds

  791Discussadd_shopping_cart

  free

  by Domenico Cristarella
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  Private Equity Profit Distribution Waterfall Model

  The model allows for the distribution of funds between the Limited Partners ('LPs') and the General Partner ('GP') for investment or private equity funds.

  cash flowirrwaterfallprivate equitynav

  1,128Discussadd_shopping_cart

  $50.00

  by Jair Almeida
• 

  Private Equity (Venture Capital) Fund Financial Model

  A complete and professional financial model of a private equity or venture capital fund

  investmentswaterfallprivate equityventure capitalinvestment banking

  372Discussadd_shopping_cart

  $99.00

  by Andrei Okhlopkov
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  1-Day VaR - Value at Risk Calculation

  1-Day VaR Calculation using Historical Method - in Microsoft Excel.

  analysisinvestmentriskmanagementmodels

  719Discussadd_shopping_cart

  $100.00

  by Sara AlSaidan
• 

  Executive Dashboard Toolkit

  Created by ex-McKinsey, Deloitte & BCG Management Consultants, and JP Morgan Investment Bankers

  dashboard templateexecutive dashboarddashboard_excel

  195Discussadd_shopping_cart

  $990.00

  by Aurelien Domont
• 

  Portfolio Optimization for Asset Allocation and Rebalancing

  The Excel portfolio optimization model combines asset allocation and technical analysis to maximize investment returns.

  investmentsportfoliotechnical analysisoptmizationasset allocation

  4,86813add_shopping_cart

  $26.00

  by Business Spreadsheets
• 

  Crypto Currency PortfolioInvestment Return Calculator

  Excel model to calculate the expected value and return for a portfolio of crypto currency investments using Monte Carlo simulation analysis

  investmentprojectionexcelportfolioreturn

  490Discussadd_shopping_cart

  $69.00

  by Projectify
• 

  Porter's Generic Strategies Matrix Template

  Position your company on a Matrix to determine your competitive focus with Porter's Generic Strategies Template.

  differentiationmarketing strategycompetitive advantagefocusmichael porter

  4,2423add_shopping_cart

  free

  by Tim Demoures
• 

  Financial Analysis Template - 5yr Historicals

  A quick tool for financial analysis.

  financial analysisfinancial ratiosfinancial modelingworking capitalfinancial markets

  432Discussadd_shopping_cart

  $10.00

  by Pharaoh
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