Portfolio Optimization With AI-Powered Spreadsheet: Maximizing Risk-Adjusted Returns

Optimize your investment strategy with AI-powered portfolio optimization using a smart spreadsheet tool! In this video, you'll learn how to set up an AI spreadsheet, retrieve historical stock prices, and calculate key portfolio metrics like returns, standard deviations, and the Sharpe ratio. Follow along as we install the necessary libraries, select an AI model, and perform portfolio optimization to maximize risk-adjusted returns. Whether you're a beginner or an experienced investor, this step-by-step guide will help you automate data-driven investment decisions. Sign up for free, download the prompts, and start optimizing your portfolio today!

🤖 Sign Up For Free AI-Spreadsheet Software: https://www.quadratic.ai/ryan
Use Code RYANFINANCE for $10 Off Your Subscription

📝 Download The AI Prompts Used In This Video: https://drive.google.com/uc?export=do...

💾 Copy Free File Created In This Video: https://www.quadratichq.com/templates...

📊 Get a Free FRED API Key: https://fred.stlouisfed.org/docs/api/...

Chapters
0:00 – Intro to Portfolio Optimization With AI-Powered Spreadsheet
0:21 – Sign Up For Free AI Spreadsheet Software Account
0:39 – Create a New File
0:51 – Download Prompts Used Throughout Video
1:13 – Select AI-Model
2:17 – Install Necessary Libraries
3:06 – Retrieve Historical Stock Prices
5:29 – Calculate Daily Stock Returns
9:10 - Annualize Returns And Standard Deviations
11:33 – Equally Weight the Portfolio
12:37 – Calculate Portfolio Standard Deviation
16:23 - Calculate Portfolio Return
18:25 – Retrieve the Risk Free Rate
21:15 – Measure Risk-Adjusted Return: Sharpe Ratio
22:56 - Perform a Portfolio Optimization

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.