Suppose you wish to invest a certain amount of money in stocks, or stock funds, or both. After you’ve selected the stocks or funds, the immediate question is how much should you invest in each security. Should it be equal amount? Or is there a way to allocate optimally? How does your portfolio fare against a benchmark? What if you want to combine your equity portfolio with CDs, or Money Market Accounts, or Bonds? How do you protect your portfolio value? And over time, how do you know whether your portfolio allocation is still optimal? These are questions that Portfolio Designer can help answer. Portfolio Designer helps you:
- diagnose your existing portfolio,
- allocate new investments,
- combine your equity portfolio with bonds, CDs, and other fixed income products.
- construct a hedging strategy to protect your portfolio value.
- back test your portfolio against a benchmark.
- analyze security statistics
Requirements :
- Excel 2002 or Excel 2003.
- Excel standard Solver must be installed.
- Windows 98, or later.
- May not work with non US version of Office or Excel.
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