Rank: 1964 based on 69 downloads (last 30 days) and 1 file submitted
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Patric Schenk

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03 Jan 2011 Screenshot Portfolio Optimizer Tool Portfolio Optimizer Tool Author: Patric Schenk data import, finance, gui, optimization 69 18
  • 4.2
4.2 | 10 ratings
Comments and Ratings by Patric
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29 Dec 2011 Portfolio Optimizer Tool Portfolio Optimizer Tool Author: Patric Schenk

@Hugh: Make sure to change the current folder in MATLAB and type "portfoliotool" in the command window to run the tool.

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17 Nov 2013 Portfolio Optimizer Tool Portfolio Optimizer Tool Author: Patric Schenk D, David Gerhard

Great Try. Well Thought, but there are problems for 2013b, because the output/ report and excel creating part is not complete or compatible.
I had to download data from yahoo finance manually to a excel file and imported it.

12 Jun 2013 Portfolio Optimizer Tool Portfolio Optimizer Tool Author: Patric Schenk mudavath, srinivas

hi,
It will be very useful from your help.

I have downloaded the code for the
webinar "Build a Portfolio Analysis Production Application in MATLAB using Object-Oriented Programming Techniques".
i am running this code on "Matlab 2010a"

when i run portfoliotool.m, a "Portfolio Optimization Tool" GUI pops up.
in Dataimport panel,

if I select "Yahoo! finance Datafeed" in datasource and choose any of indexes that are listed in "Choose index" and when I press "download symbols" i get error saying
"No appropriate method, property, or field getElementsByTagNames for class Interface.JScriptTypeinfo_JScript_Type_Info."

if I select "Excel" and browse the file you have given "DAX.xlsx" and enter Sheet name(Sheet 1), Date Header name(Dates), Date format(mm/dd/yyyy) and when i press "Import Data" i get error saying
"Note: No date header with name "Dates" found".

I searched on these errors on google, i didn't found solutions and i tried to figure out through "callback function" then also i didn't get the solutions to the problem.
I even tried by downloading the code twice and checked whether i have made any changes in code, still i didn't find solution.

it will be a great help from your side.
thanks in advance...

15 Oct 2012 Portfolio Optimizer Tool Portfolio Optimizer Tool Author: Patric Schenk Licona, Andres

I think it is a good tool as you can see what you can do with a gui as well. The Yahoo download option is not working.
I do like is the flexibility of this tool.

18 Jul 2012 Portfolio Optimizer Tool Portfolio Optimizer Tool Author: Patric Schenk Maguire, Tim

Great package.

Which optimization approach are you using. Is this a general mean variance optimization or a specific derivative.

13 Jul 2012 Portfolio Optimizer Tool Portfolio Optimizer Tool Author: Patric Schenk Freyre, Carlos

Figured out the earlier problem re downloading the symbols, but how do you change the available symbol indices dropdown to include DJIA, NYSE, NASDAQ, etc?

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