Portfolio Management

Take your portfolio management in Excel to the next level with automated calculations and optimization tools.

Portfolio Analysis Capabilities

With MarketXLS, your portfolio management automatically calculates the following results:

  • Average Daily Return: Track your portfolio's daily performance
  • Portfolio Allocation: Detailed breakdown by industry sector and individual symbols
  • Risk Metrics: Average daily return and standard deviation on individual stocks and the portfolio as a whole
  • Portfolio Optimization: Get an optimized portfolio allocation with maximized Sharpe ratio
  • Risk-Adjusted Returns: Optimization calculations maximize returns while minimizing risk

Sharpe Ratio Optimization

The optimized portfolio calculations currently maximize the Sharpe ratio, giving you the maximum possible return on minimum risk. This helps you build an efficient frontier portfolio.

Learn More

Explore detailed guides and examples for portfolio management with MarketXLS.

View Portfolio Management Guide
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