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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.
Portfolio comparison template - MarketXLS

Created by: MarketXLS

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Ankur Mohan MarketXLS
Welcome! I'm Ankur, the founder/CEO of MarketXLS. With over six years of experience, I've helped 2500+ customers implement personalized investment research strategies and monitoring systems in Excel.
Implement “your own” investment strategies in Excel with thousands of MarketXLS functions and Templates.
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