Excel Model: Finance Portfolio Optimization Model
Title: Finance Portfolio Optimization Model
Description:
This spreadsheet is designed to help users optimize their financial portfolios. It includes sections for setting up fund allocations, reviewing investment summaries, and analyzing current investment values. Key components include:
- Setup: Initial configuration of the spreadsheet to match your financial data, including fund names and allocation amounts.
- Investment Summary: A detailed overview of investments, including actual amounts invested, current values, and comparisons between allocated and actual amounts.
Source: Custom Calculator
Click the following icon to open the full workbook viewer in a new tab, allowing you to easily edit and save.
Click the following icon to download the spreadsheet, allowing you to save the file on your computer along with edits.
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