Portfolio comparison template
The template consists of two sections:
> Investor Profile - Based on a sample of questions we gauge the Investor's risk-taking ability and score it. The scoring is done from 1-4, where 1 means most risk-averse and 4 being the risk-taker.
> Comparision Sheet - Based on the risk-taking ability of the investor, we are suggesting some default portfolios which will suit the investor and he/she can compare his portfolio with our suggested ones on various parameters.
Created by: Nikita
Interested in building, analyzing and managing Portfolios in Excel?
Download our Free Portfolio Template
Call: 1-877-778-8358 
Welcome! I'm Ankur, the founder and CEO of MarketXLS. With more than ten years of experience, I have assisted over 2,500 customers in developing personalized investment research strategies and monitoring systems using Excel.
I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
Implement "your own" investment strategies in Excel with thousands of MarketXLS functions and templates.
MarketXLS provides all the tools I need for in-depth stock analysis. It's user-friendly and constantly improving. A must-have for serious investors.
I have been using MarketXLS for the last 6+ years and they really enhanced the product every year and now in the journey of bringing in AI...
MarketXLS is a powerful tool for financial modeling. It integrates seamlessly with Excel and provides real-time data.
I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel.
