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Search results: portfolio kpis

Total results: 1423 has-more!

Real Estate Portfolio Investment, Cash Flow, IRR and Waterfall Model
10-year real estate portfolio model for cash flow, debt, IRR, equity waterfall, cap-rate valuation, KPIs and investor reporting.
property investmentequity waterfalldebt amortizationreal estate private equityreal estate portfolio
New!Discuss
$100.00
by B Saeed
Loan Portfolio Analysis Template
Drop in data from your loan tape and see automatically created KPIs in a snapshot dashboard view and monthly view (up to 60 months at once, easily expandable).
financial analysiskpi dashboardloan portfoliointerest rateloan tape
2,760Discuss
$70.00
by Jason Varner
Multi-Asset Portfolio Tracker — Allocation, Rebalancing, Sharpe, Beta, Drawdown & Benchmarking (Excel, 10 tabs)
Seven apps, seven partial views, and still no idea how your portfolio is actually performing.
betainvestment trackingetfasset allocationrebalancing
New!Discuss
$59.00
by Frank Casile
Trade Tracker & Portfolio (Google Sheets Template)
This template will help you keep track of your trades and help visualize your portfolio performance
financialmodelstocktradingtemplate
5,8063
$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
1,5651
$5.00
by Kenton Parrott, CFA, MBA
Project Portfolio Dashboard in Microsoft Excel
Project Portfolio Dashboard in Microsoft Excel - Legal Template
projectmanagementdashboardexcelportfolio
2,010Discuss
$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
1,091Discuss
$79.00
by Projectify
HR Analytics Dashboard in Power BI – Employee Insights & KPIs
Interactive HR Analytics Dashboard in Power BI with key workforce KPIs and insights.
templatepower bihr dashboardhr analyticshr reporting
447Discuss
$7.00
by Hadia Safdar
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
1,000Discuss
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
14,88013
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
8,5307
$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
8,526Discuss
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
1,667Discuss
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
956Discuss
$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
1,971Discuss
free
by Projectify
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Last downloaded

1 hour ago
Financial Modeling of Major Maintenance Reserve Account with Manual and Excel Template
Financial Modeling of Major Maintenance Reserve Account
project financefinancialmodellingfinancialmodelproject finance modelmajor maintenance
1,573Discuss
free
by FinExMod
1 hour ago
EMF Pro - Advanced Model Review Utility
The Complete Financial Modelling Utilities for Modellers (Trial)
financial modeladd-inexcel addinreview toolemf pro
227Discuss
free
by emodelfactory.com
1 hour 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
8,5832
free
by DW Financial Services
2 hours ago
Due Diligence Excel Checklist
Checklist helping you to be prepared for an upcoming due diligence process.
acquisitioncompanychecklistdue diligencelegal
19,191Discuss
free
by Firmex
3 hours ago
Financial Projections Excel Template
Our financial projections template provides everything needed to create 5 year startup financial projections.
income statementbusiness planbalance sheetstartupfinancial projections
8,5473
free
by Plan Projections
3 hours ago
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
4,2423
free
by Tim Demoures
3 hours ago
Travel Agency Excel Budgeting Template Demo
Travel Agency Budget Template - take control of your business' financials
projectionsplanningbudgetingtraveltravel agency
997Discuss
free
by Andrew Grigolyunovich, CFA, CFM, FMVA
3 hours ago
Travel Agency Business Plan Example
If you are planning to start a new tour and travel agency business, the first thing you will need is a business plan. Use our Travel Agency Business Plan.
business planbusiness plan templatetravel agencytourismbusiness plan example
169Discuss
free
by Upmetrics.co
12 hours ago
Pricing Your Product: Product Costing Excel Template
Excel spreadsheet to calculate how much it costs to produce your product.
productmarketingpricingcoststemplate
67,481Discuss
free
by Craft Northern Ireland
12 hours ago
Management Data Entry
Excel Data Entry User Form made with Visual Basic.
managementexceltablevbadata entry
2,7202
free
by Rilinda Abazi
13 hours ago
Segmental P&L (Profit & Loss)
Business segment reporting breaks out a company's financial data by company divisions
income statementprofit/losssegmental p&l
3,466Discuss
free
by ECF Consultancy
13 hours ago
Costing Studio Lite – Excel-Based CAPEX, COGS & Project Economics Software
ChemDesign Costing Studio Lite is a 64-bit Excel-based engineering costing application for estimating CAPEX, COGM, COGS and project financial returns.
chemical engineeringcogs costing plant
New!Discuss
free
by Deon de Wet-Roos
13 hours ago
2014 Round 1: Precise Debt Modeling
Excel training/competition model from the 2014 Financial Modeling World Championships
financial modelingloan amortizationloan scheduleexcel skillsexcel training
1,499Discuss
free
by Full Stack Modeller
16 hours ago
Product Pricing Strategy Insights
Mastering the Art of Pricing: What the Textbooks Don't Teach You
strategyproductmarketingpricingstartups
2,421Discuss
free
by Bing Gordon
19 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
18,1502
free
by Norm Miller PhD
19 hours ago
Discounted Cash Flow (DCF) Model (Academic Quality)
A simple DCF model serving as an academic exercise to understand how financial modeling works.
financevaluationcorporate financedcfdiscounted cash flow
3,698Discuss
free
by Joshua Wong
20 hours ago
Cash Flow Excel Model with Monthly P&L, Balance Sheet, CF Statement, Scenarios, DCF, Capital and Debt Structure
An extended Excel version of a Cash Flow financial model with a free video tutorial.
capital structuredcfscenariosstartupcashflow
13,720Discuss
free
by Jacek Polewski
21 hours ago
Abacus Solar & Wind Debt Sculpting Financial Model
Free, debt sculpting financial model for solar, wind, and other renewable energy and PPP transactions.
sensitivity analysisfinancial modelfinancial modellingproject financesolar
3,4282
free
by AbacusPF
22 hours ago
Financial Model audit check list - spreadsheet
This is an audit or productivity tool that you can use while reviewing someone else’s models.
financial modelingtoolsproductivityfinancial modelersfinancial model audit
9,1496
free
by FinExMod
22 hours ago
Heat Exchangers Excel Workbook
Heat Exchangers Excel Workbook made to align with Chapter 12 of textbook "Rules of Thumb for Engineers" by Stephen Hall
excelspreadsheetengineeringworkbookheat exchangers
2,712Discuss
free
by Stephen Hall

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