Nifty50 Portfolio Optimizer Template
Budget: ₹1,500 – ₹12,500 INR
I need a robust Excel template that lets me analyse and optimise a NIFTY 50 equity portfolio under Modern Portfolio Theory. The file should comfortably accept at least 50 tickers, load ten full years of daily return data straight from CSV imports, and then run a Markowitz‐style optimisation using built-in Excel Solver (or equivalent VBA).
Key capabilities I expect:
• Clean data-input sheet that maps each imported CSV to its ticker, automatically calculating daily percentage returns.
• Core analytics tab showing means, variances, covariances, correlation matrix and any intermediate stats used for the optimisation.
• Optimisation engine producing minimum-variance, target-return, and maximum-Sharpe weight sets with optional weight or sector constraints that I can toggle.
• An Efficient Frontier chart that updates instantly when I refresh data or constraints.
• Clear output section summarising optimal weights, expected return, risk, Sharpe ratio and the allocation breakdown ready for copy-paste into reports.
Please keep everything inside a single workbook, no external add-ins beyond standard Solver. Well-commented formulas or VBA are a must so I can audit and tweak the logic later. A short README sheet that walks through data import steps and any assumptions will round it out.
If you have a similar file already built, feel free to DM a watermarked sample so I can confirm it meets this spec; otherwise let me know the timeline to produce a fresh version.
Key capabilities I expect:
• Clean data-input sheet that maps each imported CSV to its ticker, automatically calculating daily percentage returns.
• Core analytics tab showing means, variances, covariances, correlation matrix and any intermediate stats used for the optimisation.
• Optimisation engine producing minimum-variance, target-return, and maximum-Sharpe weight sets with optional weight or sector constraints that I can toggle.
• An Efficient Frontier chart that updates instantly when I refresh data or constraints.
• Clear output section summarising optimal weights, expected return, risk, Sharpe ratio and the allocation breakdown ready for copy-paste into reports.
Please keep everything inside a single workbook, no external add-ins beyond standard Solver. Well-commented formulas or VBA are a must so I can audit and tweak the logic later. A short README sheet that walks through data import steps and any assumptions will round it out.
If you have a similar file already built, feel free to DM a watermarked sample so I can confirm it meets this spec; otherwise let me know the timeline to produce a fresh version.