Balance your stock portfolio with a simple and powerful excel spreadsheet.
fully automated - just enter the tickers to build your portfolio and see how your current portfolio’s expected return and risk compare to an optimized portfolio based on the Modern Portfolio Theory.
The spreadsheet is in development and will be available for free.
Find out the optimal allocation for your stock portfolio in 5 minutes.
Easy
Build your portfolio from any stocks traded on the major markets. Customized template will download the necessary historical data to calculate annual average returns, volatility, correlations and optimal portfolio allocations.
Powerful
Tap into 10 years of data. Leverage the built-in formulas to see how your stocks are correlated. Take advantage of the algorithm embedded in the spreadsheet that is based on the Modern Portfolio Theory to see how your portfolio compares to the allocations on the efficient curve.
Free
You can download and start using the spreadsheet right away. You do need an office 365 license (blame Microsoft). The spreadsheet is absolutely free! I’m looking for feedback so that would be appreciated.