Version: 1.6
Size:
299KB
Requirements:
MS Excel `97 or higher
MS Excel `97 or higher
Price:
Free
Free
System:
Not Applicable
Not Applicable
Rating:
4.7
4.7
License:
Freeware
Freeware
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Description - Portfolio Asset Allocation Tool
This Workbook provides a simple but powerful tool for managing the asset allocation of your portfolio and analyzing how your portfolio may perform under various economic scenarios. You can easily import your investment portfolio from Quicken or other financial management software. After importing your portfolio, Review the predefined asset classes and make any changes to them that you require. Next, assign asset classes to each security (up to 10 per security by percent). Finally, specify your target allocations for each asset class and review the recommended rebalancing actions. Additionally,