Search results: portfolio

• 

  Trade Tracker & Portfolio (Google Sheets Template)

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

  financialmodelstocktradingtemplate

  5,7643add_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

  1,5421add_shopping_cart

  $5.00

  by Kenton Parrott, CFA, MBA
• 

  Project Portfolio Dashboard in Microsoft Excel

  Project Portfolio Dashboard in Microsoft Excel - Legal Template

  projectmanagementdashboardexcelportfolio

  1,974Discussadd_shopping_cart

  $40.00

  by Rahim Zulfiqar Ali
• 

  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

  1,049Discussadd_shopping_cart

  $79.00

  by Projectify
• 

  Portfolio Management Powerpoint Template

  Portfolio 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 strategy

  972Discussadd_shopping_cart

  free

  by StrategyPunk
• 

  Cryptocurrency Portfolio Dashboard in Microsoft Excel - Top 1000 Crypto Coins - Data Live from COINGECKO Website

  Cryptocurrency Portfolio Dashboard in Microsoft Excel - Top 1000 Crypto Coins - Data Live from COINGECKO Website (New Version) June 2026

  dashboardexcelportfoliocryptocurrencycrypto

  14,82013library_add

  free

  by Rahim Zulfiqar Ali
• 

  Portfolio Optimization Excel Model with Harry Markowitz's Modern Portfolio Theory

  Find the efficient frontier of optimal portfolios, the Capital Allocation Line, tangent portfolio and more

  investmentpersonal financewealth managementoptimizationportfolio

  8,4857add_shopping_cart

  $5.00

  by Jhett Koo
• 

  Portfolio Variance Model

  A simple model to learn and play with portfolio variance in Excel

  matrixriskfinancevarianceportfolio

  1,823Discussadd_shopping_cart

  free

  by Risk Prep
• 

  Cryptocurrency Portfolio Valuation Excel Tool

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

  cryptocurrency portfoliocryptocurrency valuationexcel toolbitcoin valuemonero value

  8,511Discussadd_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

  1,641Discussadd_shopping_cart

  free

  by Seraf
• 

  Portfolio Presentation Summary

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

  investmentsdevelopment stageinvestor presentationportfolio descriptionkey performance indicators

  943Discussadd_shopping_cart

  $6.00

  by Tim Demoures
• 

  Theoretical Portfolio Optimisation Calculator

  Excel tool for the calculation of the theoretical optimal portfolio weights for up to 25 securities

  standard deviationexcelportfoliooptimisationmoden porfolio theory

  1,931Discussadd_shopping_cart

  free

  by Projectify
• 

  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

  4,81113add_shopping_cart

  $26.00

  by Business Spreadsheets
• 

  Cryptocurrency Portfolio Excel Sheet

  A simple crypto portfolio live tracking spreadsheet - updates ROI!

  investmentsportfoliotrackercryptocurrency

  4,4833add_shopping_cart

  free

  by Kerlo1203
• 

  Stock Portfolio Tracker 2023 Google Sheets Template

  Here, we will be discussing the Stock Portfolio Tracker template that is used to track your stock portfolio’s performance.

  google sheet templateportfolio dashboardstock market templatestock portfolio trackerstock analysis dashboard

  1,374Discussadd_shopping_cart

  free

  by Indzara
• 

  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

  6,235Discussadd_shopping_cart

  $9.00

  by Tim Demoures
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