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Portfolio Manager Renewables — Aggregate, Monitor and Analyse a Renewable Energy Portfolio in One Place
  • Portfolio Manager Renewables — Aggregate, Monitor and Analyse a Renewable Energy Portfolio in One Place
  • Portfolio Manager Renewables — Aggregate, Monitor and Analyse a Renewable Energy Portfolio in One Place
  • Portfolio Manager Renewables — Aggregate, Monitor and Analyse a Renewable Energy Portfolio in One Place
  • Portfolio Manager Renewables — Aggregate, Monitor and Analyse a Renewable Energy Portfolio in One Place
  • Portfolio Manager Renewables — Aggregate, Monitor and Analyse a Renewable Energy Portfolio in One Place
Originally published: 16/05/2026 18:15
Publication number: ELQ-69373-1
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Portfolio Manager Renewables — Aggregate, Monitor and Analyse a Renewable Energy Portfolio in One Place

You manage a pipeline of renewable energy projects across multiple technologies. This production-ready Excel tool aggregates up to 50 projects

Piero Farentiby Piero Farenti
Head of Development at Horus Green Energy Investment SrlFollow
37 views|Start the discussion!|Bookmark Add to cart - $64.00
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Description
If you develop, advise on or finance renewable energy portfolios, you know the problem: every review cycle or investment committee presentation requires pulling figures from a dozen separate project models, recalculating weighted averages by hand, and rebuilding the same summary table from scratch. It takes hours. And the risk of an aggregation error is always there.

This model eliminates that problem.
Open it, transfer the output figures from each project model into the blue input cells — CapEx, IRR, NPV, Revenue, OPEX, Debt ratio — and every portfolio KPI updates automatically. Weighted IRR, total NPV, DSCR estimate, LCOE, technology breakdown. Ready to present, ready to share, ready to defend.


What makes it different from a generic aggregation spreadsheet
The structure mirrors how portfolio managers and project finance teams actually work. Each row in the input sheet is one project, populated directly from individual financial models. There is no calculation to replicate — you enter the outputs, the model does the aggregation.
The CapEx-weighted IRR correctly reflects portfolio returns by giving larger investments proportionally more weight. The DSCR estimate provides an instant bankability signal — green above 1.30x, yellow between 1.10x and 1.30x, red below — without any additional work. The LCOE calculation uses differentiated useful life assumptions by technology, so comparisons across PV, BESS and Offshore Wind are economically correct, not just arithmetically convenient.
The Technology Analysis sheet breaks down IRR, NPV, debt ratio and annual revenue separately for each technology group, making it immediately clear which part of the portfolio is driving returns and which is not.
The model supports 8 technologies — PV, Wind, BESS, PV+BESS, Wind+BESS, Offshore Wind, Agri-PV and Agri-PV+BESS — and is available in five languages: Italian, English, French, Spanish and German.


Who this is for
Portfolio managers monitoring live renewable assets across multiple technologies. Developers running early-stage feasibility across a mixed pipeline. Financial advisors preparing investment memoranda or lender packages. M&A teams requiring a clean, auditable aggregation of project-level returns for a portfolio transaction.


Workbook: Istruzioni · INPUT PROGETTI · Dashboard · Analisi Tecnologia.


For custom versions or specific requests, contact us at [email protected]

This Best Practice includes
1 Excel Tool, 1 PDF Guide

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Further information

This model enables developers, advisors and investors to aggregate and monitor a mixed renewable energy portfolio of up to 50 projects without building a consolidated model from scratch. It calculates CapEx-weighted portfolio IRR that correctly reflects the size contribution of each project, aggregates total NPV, CapEx, Equity, Revenue and OPEX in a single dashboard view, and produces an estimated DSCR per project with a traffic-light bankability signal. It also computes LCOE per project using technology-appropriate useful life assumptions, provides a technology breakdown of IRR, NPV, Debt Ratio and Annual Revenue separately for each of the 8 supported technologies, and delivers all outputs in five languages for international use.

This model is best suited to portfolios of utility-scale renewable energy projects — PV, Wind, BESS, Agri-PV or mixed — at early-stage feasibility, commercial evaluation or active asset management, where individual project finance models already exist and the need is to aggregate their outputs into a single portfolio view. It works particularly well for advisory, M&A and financing contexts where a clean, auditable Excel aggregation is required for board, investment committee or lender presentations, and for international teams working across Italian, English, French, Spanish or German.

This model is not a project finance model — it does not calculate IRR or NPV from a cash flow projection, and should not be used as a substitute for individual project models. It is not designed for distributed generation, C&I or residential solar, which have fundamentally different economics. It should not be used as the sole basis for a final investment decision and must be supplemented with site-specific data and professional advice. Portfolios of more than 50 projects require a custom extension, and BESS configurations that charge from the grid rather than from a co-located plant are not modelled.


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