Portfolio Management

With MarketXLS you take your portfolio management in excel to a new level with it automatically calculating the following results:

Average daily return on your portfolio
Details about your portfolio on allocation by industry and symbols
Average daily return and standard deviation on individual stocks and portfolio as a whole
Optimized portfolio and optimized portfolio’s Sharpe ratio.
Optimized portfolio calculations currently will try to maximize the sharp ratio so you have the maximum possible return on minimum.