Downloads

Mutual Fund Portfolio Analyzer

This is an Excel workbook that allows you to list mutual funds (perhaps those offered by your company) and performs a Monte Carlo analysis (up to 32,000 iterations) to determine the optimal portfolio for you (highest Sharpe ratio).

This workbook will download annualized data from Yahoo Finance. Also be sure that you have installed the Analysis ToolPak.

Updated for Excel 2007. Now you are no longer limited to 32000 iterations. We can now predict more random futures!!!!

Download Portfolio Analyzer Excel 97-2003

SHA1: 0D579AE1D321A66AD64F8D0D02DA657790AA6AFA

Download Portfolio Analyzer Excel 2007


Article Tags