Search results: investments portfolio

• 

  Family Office Platform – 10 Year Financial Model

  10-year financial model for a family office platform providing forecasts, scenario analysis, and insights to support long-term wealth management and planning.

  financial modelstartupwealth managementasset managementrisk-management

  117Discussadd_shopping_cart

  $129.00 $90.30

  by Profit Vision
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  Cryptocurrency Portfolio Excel Tracker

  Cryptocurrency portfolio tracking tool, allowing you to keep track of all your different cryptocurrency investments

  excelcryptocurrencycryptocurrency portfoliocryptocurrency performancecryptocurrency template

  9,459Discussadd_shopping_cart

  free

  by Anders Jensen
• 

  Portfolio Presentation Summary

  Give a quick overview of your portfolio of companies/investments in a slide

  investmentsdevelopment stageinvestor presentationportfolio descriptionkey performance indicators

  982Discussadd_shopping_cart

  $6.00

  by Tim Demoures
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  Crypto Currency Portfolio Investment Return Calculator

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

  investmentprojectionexcelportfolioreturn

  513Discussadd_shopping_cart

  $69.00

  by Projectify
• 

  Cryptocurrency Portfolio Excel Sheet

  A simple crypto portfolio live tracking spreadsheet - updates ROI!

  investmentsportfoliotrackercryptocurrency

  4,5133add_shopping_cart

  free

  by Kerlo1203
• 

  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

  4,91213add_shopping_cart

  $26.00

  by Business Spreadsheets
• 

  Airbnb Portfolio Manager or Acquisition Model whereby you manage or Compare Financial Decisions

  This Airbnb Model will assist you in Managing your Portfolio and Comparing Performance, or it can be used to Evaluate and Compare multiple propositions.

  airbnbairbnb financial modelinvest in airbnb modelanalyse airbnb investmentsmodel for airbnb

  344Discussadd_shopping_cart

  $67.00

  by Anthony Van Rensburg
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  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 functionality

  investmentprojectionequityfinancial modelpersonal finance

  1,121Discussadd_shopping_cart

  $79.00

  by Projectify
• 

  Cryptocurrency Portfolio Valuation Excel Tool

  Incredibly useful tool in tracking your cryptocurrency portfolio and its value.

  cryptocurrency portfoliocryptocurrency valuationexcel toolbitcoin valuemonero value

  8,547Discussadd_shopping_cart

  free

  by ND Cryptocurrency
• 

  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

  1,697Discussadd_shopping_cart

  free

  by Seraf
• 

  McKinsey’s Portfolio of Initiatives Framework Template

  An editable PowerPoint Template Slide of McKinsey's Portfolio of Initiatives Framework Model, to develop a more coherent and long-lasting business strategy.

  strategic planningmckinseymanagement consultingportfolio managementstrategy framework

  6,561Discussadd_shopping_cart

  $9.00

  by Tim Demoures
• 

  Cryptocurrency Portfolio Dashboard in Microsoft Excel

  Cryptocurrency Portfolio Dashboard in Microsoft Excel - Data Live from COINMARKETCAP with API Integration.

  crypto excel dashboardcrypto portfolio dashboardcoinmarketcap apicrypto data integrationcrypto portfolio tracking

  433Discussadd_shopping_cart

  $30.00

  by Neamat Ullah
• 

  Real Estate Acquisition Portfolio Model (Buy - Upgrade - Rent - Exit)

  Real Estate Acquisition Portfolio Model consists of a financial model in excel and an investment proposal in PowerPoint for the acquisition of properties.

  acquisitioninvestmentreal estatebuyexit

  229Discussadd_shopping_cart

  $210.00

  by Big4WallStreet
• 

  Trade Tracker & Portfolio (Google Sheets Template)

  This template will help you keep track of your trades and help visualize your portfolio performance

  financialmodelstocktradingtemplate

  5,8373add_shopping_cart

  $10.00

  by Bassir Ahmadzai
• 

  Optimal Portfolio - Markowitz Efficient Frontier (With Short Selling Option) Excel Model

  Use this tool uses Efficient Market Hypothesis to determine the optimized portfolio allocation.

  diversificationmarkowitzefficent market hypothesisportfolio theory

  1,5871add_shopping_cart

  $5.00

  by Kenton Parrott, CFA, MBA
• 

  Project Portfolio Dashboard in Microsoft Excel

  Project Portfolio Dashboard in Microsoft Excel - Legal Template

  projectmanagementdashboardexcelportfolio

  2,041Discussadd_shopping_cart

  $40.00

  by Rahim Zulfiqar Ali
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