AIPortfolio Optimize

A message indicating the result of the operation or an error message.

Syntax

=mxls.AIPortfolioOptimize(portfolioRangeValues, riskToleranceLevel, [period], [riskFreeRate])

Excel Online (Mac & Windows)

Parameters

portfolioRangeValuesstringRequired

riskToleranceLevelstringRequired

periodstring

riskFreeRatenumber

Excel Templates Using AIPortfolio Optimize

These ready-made MarketXLS templates call AIPortfolioOptimize() in their worksheet formulas. Open one to see the function working inside a complete model.

Portfolio Analytics

Related Formulas

More MarketXLS Portfolio Analytics formulas you can use in the same worksheet:

AIPortfolio Predict Returns
Drawdown
Holdings Gain
Holdings Gain Percent
Holdings Gain Percent Real-Time
Holdings Gain Real-Time
Holdings Value
Maximum Drawdown

See AIPortfolioOptimize used in a complete workbook: Your Guide to Constrained Optimization with a Calculator

Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS

Get started today

MarketXLS Excel Add-in Tutorial - How to Use AIPortfolio Optimize and Other Financial Formulas

▶

How does MarketXLS work?