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Search results: portfolio rationing

Total results: 425 has-more!

Capital Allocation & Capex Appraisal Model — 20 Projects, WACC Builder, Risk-Adjusted Hurdles & Portfolio Rationing
A 26-tab capital allocation system for the finance team that has more worthwhile projects than budget: twenty projects over twenty-five years, a WACC built from
capital budgetingnpvirrwacccapital allocation
New!Discuss
$449.00
by Hoda Elmorshidy
Trade Tracker & Portfolio (Google Sheets Template)
This template will help you keep track of your trades and help visualize your portfolio performance
financialmodelstocktradingtemplate
5,7903
$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
1,5531
$5.00
by Kenton Parrott, CFA, MBA
Project Portfolio Dashboard in Microsoft Excel
Project Portfolio Dashboard in Microsoft Excel - Legal Template
projectmanagementdashboardexcelportfolio
2,001Discuss
$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
1,085Discuss
$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
993Discuss
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
14,86213
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
8,5217
$5.00
by Jhett Koo
Portfolio Variance Model
A simple model to learn and play with portfolio variance in Excel
matrixriskfinancevarianceportfolio
1,832Discuss
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
8,519Discuss
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
1,661Discuss
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
953Discuss
$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
1,956Discuss
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
4,85113
$26.00
by Business Spreadsheets
Cryptocurrency Portfolio Excel Sheet
A simple crypto portfolio live tracking spreadsheet - updates ROI!
investmentsportfoliotrackercryptocurrency
4,4933
free
by Kerlo1203
Financial Portfolio Tracking and Valuation Excel Model Template
Excel portfolio tracking and valuation allows the ongoing tracking of the performance of financial investment portfolios
financial portfolio valuationportfolio trackingmonitoringperformance reportingtime weighted return
2,512Discuss
$22.00
by Business Spreadsheets
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Last downloaded

50 minutes ago
SaaS Revenue Forecast Excel Template
This simple, easy to use excel tool will allow you to calculate accurate revenue forecasts for your SaaS business
toolsaassoftware as a serviceexcelsaas financial model
17,7252
free
by Ben Murray
50 minutes ago
E-Commerce Financial Model for Startups
An extremely detailed, methodical package for entrepreneurs on how to build a financial model for an e-commerce startup.
financestartupskpisfinancial modelingproduct management
26,5641
free
by Matt Carroll
50 minutes ago
Startup Excel Model
A startup financial model that can be sent to a Venture Capital, Private Equity Firm or Hedge Fund.
financecash flowprivate equityfinancial modelstartup
40,5667
free
by Robert H. Hacker
50 minutes ago
Venture Capital Method (Single Round Financing)
A full model enabling an entrepreneur to understand assumptions of both sides of the table in a single round financing
investmentfinancevaluationfinancingventure capital
15,7234
free
by Richard L. Smith
1 hour ago
Q&A Tracking Sheet for a Financial Model (Excel)
This is sheet can be inserted with the financial model to keep track of Q&As on the financial model.
financial modelauditproductivityq&afinancial model review
11,070Discuss
free
by FinExMod
4 hours ago
SaaS Financial Plan
A financial plan template for SaaS startups based on a model created for Zendesk
roadmapsalesmarketingfinancemodel
11,291Discuss
free
by Christoph Janz
5 hours ago
WACC (Weighted Average Cost of Capital) Calculation Model - for a Group of Companies
This model is created to calculate the WACC (Weighted Average Cost of Capital) for a group of companies.
waccweighted average cost of capital
348Discuss
free
by ECF Consultancy
5 hours ago
WACC (Weighted Average Cost of Capital) Calculator
This is a free excel template to calculates the weighted average cost of capital for long term funding supplied
cost of debtwacccost of equity
2,282Discuss
free
by ECF Consultancy
5 hours ago
Calculator to Determine the Capacitor kVAR
Calculator is Excel used to determine the capacitor kVAR needed to improve PF of a single load/entire power system.
calculatorexcelspreadsheetelectrical engineeringcapacitor calculator
2,510Discuss
free
by Square D
5 hours ago
Cable Designing Program
For calculation of cable size and voltage drop.
calculatorcalculationelectrical engineeringvoltage dropcable size
1,948Discuss
free
by Jignesh Parmar
5 hours ago
Electrical Load and Energy Consumption Calculator
This tool allows you to calculate the energy consumption and electrical load of panel.
excelspreadsheetengineeringcalculationselectrical
6,986Discuss
free
by Jignesh Parmar
5 hours ago
Weighted Average Cost of Capital (WACC) Cheat Sheet
This PDF file contains all you need to know about WACC including formulas and descriptions
valuationwacccapmcheat sheetweighted average cost of capital
2,270Discuss
free
by Wall Street Training
5 hours ago
Bus Bar Size and Voltage Drop Calculation Tool
This tool can be used for calculating the size and voltage drop for bus bar.
calculatorexcelspreadsheetengineeringbus bar
4,982Discuss
free
by Jignesh Parmar
7 hours ago
Warehouse Inventory Management Excel Template
Excel template for warehouse inventory tracking and management
templateexcelinventory managementstock managementinventory tracker
38,4601
free
by App Sheet
7 hours ago
FIFO Inventory Tracker – Free Retail Inventory Management Excel Template
Introducing our FIFO (First-In-First-Out) Inventory Tracker, a single tool for all your inventory management woes!
excel templateinventory managementinventory trackerfree templatefifo tracker
1,153Discuss
free
by Indzara
8 hours ago
Public SaaS / Software Company Operating & Valuation Model Template
Comprehensive Public Company SaaS Operating & Valuation Model
valuationdcfwaccfinancial modelsaas
5,4541
free
by AJ Ross
8 hours ago
EasePro: 13 Week Cashflow Template
13-Week Cash Flow Forecast Template in Excel.
cash flow forecastcash flow template excelweekly cash flow forecastweek cash flow templateweek cash flow forecast
New!Discuss
free
by EasePro Consulting - Anchal Singhal
8 hours ago
EasePro: Weekly Cash Decision Template
An Excel calculator that takes your bills, your customers, and your cash position — and gives you a clear weekly plan.
cashflow managementfreecashflow
New!Discuss
free
by EasePro Consulting - Anchal Singhal
8 hours ago
Vendor Evaluation and Selection Matrix
Excel Weighed decision matrix designed to assist you in selecting the best vendor or supplier based on criteria like price, payment terms, customer service, etc
project managementpurchasingsuppliersbidbuyers
1,764Discuss
free
by Nisrine LAHRECHE
9 hours ago
2013 Round 2: Data Analysis
Excel training/competition model from the 2013 Financial Modeling World Championships
financial modelingexcel skillsexcel trainingfinancial modeling trainingfinancial modeling competition
961Discuss
free
by Full Stack Modeller

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