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Search results: portfolio

Total results: 430 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
5,8133
$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
1,5691
$5.00
by Kenton Parrott, CFA, MBA
Project Portfolio Dashboard in Microsoft Excel
Project Portfolio Dashboard in Microsoft Excel - Legal Template
projectmanagementdashboardexcelportfolio
2,017Discuss
$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
1,097Discuss
$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
1,002Discuss
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
14,89313
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
8,5437
$5.00
by Jhett Koo
Portfolio Variance Model
A simple model to learn and play with portfolio variance in Excel
matrixriskfinancevarianceportfolio
1,837Discuss
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
8,529Discuss
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
1,669Discuss
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
959Discuss
$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
1,976Discuss
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
4,87213
$26.00
by Business Spreadsheets
Cryptocurrency Portfolio Excel Sheet
A simple crypto portfolio live tracking spreadsheet - updates ROI!
investmentsportfoliotrackercryptocurrency
4,5003
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
1,405Discuss
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
6,482Discuss
$9.00
by Tim Demoures
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Last downloaded

1 hour ago
Angel Investment Term Sheet Template
A founder-friendly term sheet template for angel investment.
startupfundraisingtemplateangel investorterm sheet
10,165Discuss
free
by Jonathan Lea
4 hours ago
TMX Group Limited DCF and Comparables Model
DCF and Comparables Valuation Model (Capital IQ Plug-in) for TMX Group Limited.
modelvaluationdcfcomparablescomps
1,3041
free
by Justin Ho
4 hours ago
Discounted Cash Flow (DCF) Analysis with IRR and NPV
Several spreadsheets that can be used for the analysis of a real estate investment from various perspectives
acquisitionfinancecash flownpvirr
18,1612
free
by Norm Miller PhD
4 hours ago
Business Valuation Excel Model with Economic Value Added
Business and investment valuation model with economic value added (EVA) calculations.
financevaluationdcfevaeconomic value added
3,8303
free
by Business Spreadsheets
5 hours ago
Revolver (Revolving Credit Line) Excel Model Exercise Template
Excel model tutorial for modeling the revolving credit line ("revolver")
income statementbalance sheetcash flow statementtutorialfinancial modeling skills
6,235Discuss
free
by Wall Street Prep
6 hours ago
Business Application of Process Mapping
Powerful technique to give clear understanding of Business Application of Process Mapping.
information technologysix sigmatrainingprocess improvementprocess mapping
540Discuss
free
by Finwiserr
6 hours ago
M&A sale process
The M&A sale process distilled onto a single page.
m&amergers & acquisitionsm&a transaction processtransaction advisory
719Discuss
free
by Steven Harper
6 hours ago
Process Evaluation Excel Workbook
Process Evaluation Workbook: Template data sheet provided to help in specifying capacitance type level instruments
excelworkbookprocess evaluation
475Discuss
free
by Stephen Hall
6 hours ago
McKinsey's Strategic Control Map Framework Model Template
An editable PowerPoint Template Slide of McKinsey's Strategic Control Map Framework Model, to help organisations maximise their market capitalization.
strategic planningm&amarket capitalizationmergers & acquisitionsmckinsey & company
2,384Discuss
free
by Tim Demoures
6 hours ago
Fluid Flow Excel Workbook
Excel Workbook aligning with Chapter 4: 'Fluid Flow' in the textbook "Rules of Thumb for Chemical Engineers."
vbaengineeringfunction subroutinesworkbookrules of thumb for engineers
2,238Discuss
free
by Stephen Hall
6 hours ago
Process Modeling Excel Workbook
Workbook in Excel illustrating techniques- using VBA subroutines- for incorporating input data into a process model.
modelingexcelengineeringworkbookprocess modeling
1,045Discuss
free
by Stephen Hall
7 hours ago
Employee Annual Bonus Planner Google Sheets Template
If you are looking for a simple annual bonus planner/calculator for your organization, read along because your search ends here!
hr templateemployee bonus calculatorbonus planneremployee bonus planner
1,482Discuss
free
by Indzara
8 hours ago
Leveraged Buyout LBO Model Template
A full Leveraged Buyout LBO model template for a project to understand its different components and work with your own.
financevaluationleveraged buyoutdcfwacc
11,3113
free
by John P. Burns
9 hours ago
Leveraged Buyout LBO Model - DCF
A comprehensive LBO model in Excel, of business acquisition
acquisitionbusinessfinanceleveraged buyoutirr
6,1734
free
by Amit Tandon
9 hours ago
Timing of Equity Injection (Slides and Example Financial Model)
What are the different options for timing of disbursements? How different options are presented in loan agreements? What are the commercial points to consider?
financial modelproject financesources and usesproject finance modelingdisbursement
1,362Discuss
free
by FinExMod
13 hours ago
Acquisition Schedule - Excel Model Template
This is an Excel Template of the Acquisition Schedule
acquisitionacquisition schedulecapital acquisition
2,791Discuss
free
by Wall Street Oasis
16 hours ago
MARS (Earlier EMF Pro) - Advanced Model Review Utility
The Complete Financial Modelling Utilities for Modellers (Trial)
financial modeladd-inexcel addinreview toolemf pro
240Discuss
free
by emodelfactory.com
16 hours ago
Investment Teaser Presentation
This document is an investment teaser presentation, designed to attract potential investors interest in a business opportunity
investmentteaser
2,173Discuss
free
by ECF Consultancy
16 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
8,6332
free
by DW Financial Services
16 hours ago
Deal Level: IRR equity waterfall
IRR waterfall for allocation of equity returns to investment partners.
equityirrwaterfall
715Discuss
free
by Shaun Barker

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