Excel Model: Finance Portfolio Optimization Model

标题: Finance Portfolio Optimization Model

 描述: 

 

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:

  • 设置: 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.

 

来源: 自定义计算器

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