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Search results: portfolio

Total results: 454 has-more!

Trade Tracker & Portfolio (Google Sheets Template)
This template will help you keep track of your trades and help visualize your portfolio performance
financialmodelstocktradingtemplate
5,8423
$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
1,5891
$5.00
by Kenton Parrott, CFA, MBA
Project Portfolio Dashboard in Microsoft Excel
Project Portfolio Dashboard in Microsoft Excel - Legal Template
projectmanagementdashboardexcelportfolio
2,044Discuss
$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
1,124Discuss
$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
1,024Discuss
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
14,99413
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
8,5887
$5.00
by Jhett Koo
Portfolio Variance Model
A simple model to learn and play with portfolio variance in Excel
matrixriskfinancevarianceportfolio
1,855Discuss
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
8,549Discuss
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
1,703Discuss
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
985Discuss
$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
1,997Discuss
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
4,91613
$26.00
by Business Spreadsheets
Cryptocurrency Portfolio Excel Sheet
A simple crypto portfolio live tracking spreadsheet - updates ROI!
investmentsportfoliotrackercryptocurrency
4,5183
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
1,422Discuss
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
6,583Discuss
$9.00
by Tim Demoures
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Last downloaded

7 hours ago
Pitch Deck / Investment Presentation Template
Lengthy set of slides covering various aspects of a typical investment presentation, along with the excel source file.
presentationventure capitalinvestingpitch deckcim
8,8212
free
by DW Financial Services
8 hours 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.
financial modelproject financeauditchecks
2,6954
free
by FinExMod
8 hours ago
Free Cash Flow Valuation Excel Template
A Free Cash Flow Valuation Template to create a 5-year business plan
income statementbusiness planvaluationcash flowfinancing
1,933Discuss
free
by Andrew Grigolyunovich, CFA, CFM, FMVA
10 hours ago
Gantt Chart for Presentation
Gantt Chart model with a clear and simple presentation
presentationganttproject managementgantt charttime management
1,1151
free
by PMP James Chapman
10 hours ago
Business infographic presentation [free version]
A guide on how to design a business presentation that will keep your audience engaged and excited about the information you share with them.
designdashboardpowerpoint designpresentation designinfographic powerpoint
277Discuss
free
by SlideVent
12 hours ago
Pump Efficiency Calculation Tool
Calculation tool to work out the energy efficiency and performance of water pumping facilities.
calculatorexcelspreadsheetengineeringcalculations
1,369Discuss
free
by Sustainable Energy Authority of Ireland
12 hours ago
Walmart Financial Model
Walmart Financial Model
aswath damodaranwalmart financial modeloperational financial model
1,687Discuss
free
by S Uddanti
13 hours ago
GST Invoice Tempate with a Product Details Tab in Excel
The GST Invoice comes with a nexus with the Product details tab. In the Product Details tab, you have to enter your product ID, name, qty, and price.
businesssmall businesstemplateexcelinvoice
386Discuss
free
by Abdul H.
14 hours ago
Credit Support for Sponsors’ Equity: What is it and how to model it (Including a complete project finance model)
This Excel based template and manual discusses lenders requirement for credit support from sponsors to guarantee their equity
equityproject financeproject finance modelletter of creditcredit support
949Discuss
free
by FinExMod
14 hours ago
3 Statement Model Template and Guide
This is a succinct and clear 3 statement model template, with guide, provided by CFI.
income statementbalance sheetcash flow statementexcel3 statement model
1,634Discuss
free
by financialmodeling.org
14 hours ago
Working Capital - Excel Model Template
This is WSO's free Excel template for a Working Capital Schedule
investmentcashworking capitalaccounts receivableaccounts payable
7,730Discuss
free
by Wall Street Oasis
14 hours ago
Private Equity (PE) Distribution Waterfall - Excel Model Template
This is a ready-to-use distribution waterfall made for those in private equity.
investmentprivate equitypereturndistribution waterfall
7,039Discuss
free
by Wall Street Oasis
14 hours ago
Private Equity (PE) Returns - Excel Model Template
This is WSO's Private Equity (PE) Returns model including various IRR parameters
evaluationinvestmentirrprivate equitype
7,3481
free
by Wall Street Oasis
14 hours ago
Manufacturing project model
Comprehensive learning tool for those interested in project modelling
financemodelingproject financemanufacturingproject modelling
1,005Discuss
free
by A. Emmanuel
15 hours ago
Vessels Excel Workbook
This Vessels workbook has been created to align with Chapter 5: Vessels of textbook "Rules of Thumb for Engineers."
excelengineeringworkbookrules of thumb for engineersspreadhseet
2,135Discuss
free
by Stephen Hall
19 hours ago
EasePro: Actual vs Budget High Level YTD
Budget vs Actual Financial Performance Dashboard & P&L Analysis - A practical Excel template for Small, Medium business owners and accountants
monthly financial reportingprofitability analysisfinancial dashboard excelp&l analysisbudget vs actual
55Discuss
free
by EasePro Consulting - Anchal Singhal
23 hours ago
2017 Finals: Funding Fun
Excel training/competition model from the 2017 Financial Modeling World Championships
competitioninvestmentequitydebtmodeling
2,8442
free
by Full Stack Modeller
23 hours ago
Combination Model
A 22 section excel model to assess the impact on the financials of the combination of companies
combinationimpactfinancemergersm&a
10,7026
free
by John P. Burns
23 hours ago
Commercial Real Estate Financial Model
Compute a Commercial Real Estate Valuation and Financial Feasibility of your Investment Project - excel model
investmentfinancereal estateassumptionsproject finance
9,3805
free
by Will Ferrigno
1 day ago
Rental Property Investment Model
A model for calculating returns on rental properties
investmentfinancereal estateinvestorproperty
12,1876
free
by Amit Tandon

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