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Search results: portfolio theory

Total results: 459 has-more!

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
8,4047
$5.00
by Jhett Koo
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
1,5241
$5.00
by Kenton Parrott, CFA, MBA
Theoretical Portfolio Optimisation Calculator
Excel tool for the calculation of the theoretical optimal portfolio weights for up to 25 securities
standard deviationexcelportfoliooptimisationmoden porfolio theory
1,823Discuss
free
by Projectify
Investment Portfolio Dashboard Analysis
Investment Stock Portfolio Dashboard
stock analysisdata scienceinvestment portfoliodkawbuffett
83Discuss
free
by DKAW Automations
Financial Freedom Formula
The system that converts income into lasting freedom
financial planningfinancial independencefinancial freedomstudent life
New!Discuss
$149.00
by P
Financial Freedom Formula (FREE)
The system that converts income into lasting freedom
financial planningfinancial independencefinancial freedomstudent life
New!Discuss
free
by P
Trade Tracker & Portfolio (Google Sheets Template)
This template will help you keep track of your trades and help visualize your portfolio performance
financialmodelstocktradingtemplate
5,6883
$10.00
by Bassir Ahmadzai
Project Portfolio Dashboard in Microsoft Excel
Project Portfolio Dashboard in Microsoft Excel - Legal Template
projectmanagementdashboardexcelportfolio
1,938Discuss
$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
1,008Discuss
$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
957Discuss
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
14,67413
free
by Rahim Zulfiqar Ali
Portfolio Variance Model
A simple model to learn and play with portfolio variance in Excel
matrixriskfinancevarianceportfolio
1,810Discuss
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
8,494Discuss
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
1,621Discuss
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
922Discuss
$6.00
by Tim Demoures
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
4,73613
$26.00
by Business Spreadsheets
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Last downloaded

50 minutes ago
100 Strategy & Transformation Case Studies
Reference guide of 100 unique case studies related to Strategy & Transformation.
strategymanagementconsultingdesigntransformation
329Discuss
free
by Flevy
2 hours ago
LNG Liquefaction Plant – Project Finance Model
Project Finance Model providing forecast and profitability analysis for a development and operating scenario of an LNG Liquefaction Plant.
financial analysisproject financecash flow analysisnatural gaslng
479Discuss
~~$149.00~~ $119.20
by Profit Vision
4 hours ago
Net Operating Loss (NOL) Carryforward - Excel Model Template
This is a Net Operating Loss Carryforward to model a company which is operating with net losses.
income statementbalance sheetcash flow statementthree statement model3 statement model
4,673Discuss
free
by Wall Street Oasis
6 hours ago
Ready & Easy to Use Sales & Profits Dashboard
Ready to use Sales Dashboard for Visualizing Your Sales, Profits, Unit Sold, Margins, Top Product, Sales Trend and Much More!
data visualizationdataexcelpowerdata analysis
472Discuss
free
by Mubbasshir AR
6 hours ago
FMWC Sample Case #1 Warm-up with AFM
FMWC Sample Case is an introduction to FMWC Stage Cases to get an idea of the format of the questions.
financial planningfinancial modelingfmwcfinancial modeling world cupstage
2,157Discuss
free
by Financial Modeling World Cup
6 hours ago
Retail Sales Profit and Loss Statement Template
This P&L statement is designed for two products that are manufactured by the same company in a retail sales model.
p&lcustomermanufacturerexcelretail
7,697Discuss
free
by PATH
7 hours ago
Private Equity (PE) Returns - Excel Model Template
This is WSO's Private Equity (PE) Returns model including various IRR parameters
evaluationinvestmentirrprivate equitype
7,1571
free
by Wall Street Oasis
7 hours ago
Strategic Planning and Performance Measurement Excel Template
This tool will allow you to develop strategy based on your business' key goals and track your performance
strategygoalsstrategic planningtemplateexcel
12,043Discuss
free
by Michele McDonough
8 hours ago
Trading Multiples / Comparables Template
A Trading Multiples/Comparables excel file with detailed company and industry margin analysis, growth analysis, and valuations analysis template.
comparablescompspepe ratiotemplate
218Discuss
free
by Autolyst.io
10 hours ago
Public SaaS / Software Company Operating & Valuation Model Template
Comprehensive Public Company SaaS Operating & Valuation Model
valuationdcfwaccfinancial modelsaas
5,3531
free
by AJ Ross
11 hours ago
Cash Runway Model
This Cash Runway Model is an instantly downloadable, ready-to-use tool helping you to forecast your start-up expenses.
forecaststartupincomeexpenditurecash runway
1,885Discuss
free
by Ben Murray
12 hours ago
Mutual Non-Disclosure Agreement
A Mutual Non-Disclosure Agreement template for the protection of sensitive information between two parties.
templatelegalnon disclosure agreementnda
1,763Discuss
free
by Marty Zwilling
14 hours ago
Angel Investment Term Sheet Template
A founder-friendly term sheet template for angel investment.
startupfundraisingtemplateangel investorterm sheet
9,969Discuss
free
by Jonathan Lea
14 hours ago
Private Equity Fund/ Venture Capital Financial Model
Financial Model illustrating the basic economics of a VC or Private Equity Fund.
financeequitymodelingventure capitaleconomics
2,389Discuss
free
by Cimarron Capital Partners
14 hours ago
M&A Model - Accretion Dilution Excel Model Template + Instructions
Excel training model for mergers and aquisiton and accretion/dilution analysis
dilutionaccretiontarget companyacquiring companyexcel skills
3,159Discuss
free
by Wall Street Prep
14 hours ago
Shox suspensions M&A Analysis Excel Model
M&A model on shox suspensions analysis
waccmarket riskperpetual growth rateimplied share pricepremium risk
346Discuss
free
by Gnimdo Bali
14 hours ago
Combination Model
A 22 section excel model to assess the impact on the financials of the combination of companies
combinationimpactfinancemergersm&a
10,2846
free
by John P. Burns
15 hours ago
Warehouse Inventory Management Excel Template
Excel template for warehouse inventory tracking and management
templateexcelinventory managementstock managementinventory tracker
38,1591
free
by App Sheet
15 hours ago
JIRA Cheat Sheet
This is a brief introduction to using JIRA for project management in the IT and software development environments.
cheatsheetagilekanbanjira
10,168Discuss
free
by Piotr Biniecki ACCA
16 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
6,791Discuss
free
by Wall Street Oasis

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