OptFolio - Energy Portfolios Management
Optimization and evaluation of energy portfolios with risk analysis, strategy simulation, and decision support in uncertain environments.
About OptFolio
OptFolio is a decision support tool developed to model, simulate, and optimize energy portfolios composed of physical and financial assets, such as power generation plants and power purchase and sale agreements (PPAs). The tool considers various uncertainties, including renewable energy generation and spot prices. Portfolio managers use OptFolio to assess financial risks, simulate and analyze trading strategies, and optimize the composition of their energy sources.
Modeling capabilities
Portfolio Simulation
Simulate portfolio performance under different scenarios.
Impact Assessment
Assess the impact on results of adding new PPAs or physical assets to the portfolio.
Risk-Return Balance
Optimize the volume of energy to be traded via PPAs based on the risk-return relationship.
Sales Optimization
Evaluate and optimize sales and/or supply strategies considering one or more risk constraints on cash flow.
Project Valuation
Estimate the value of existing or new generation projects, whether isolated or part of a larger portfolio.
Future-Focused Investments
Optimize investment strategies considering future trends, such as CAPEX cost reduction.
Dynamic Decision Modeling
Use the dynamic decision tree method.
Goal-Seeking Analysis
Calculate the contract price needed to achieve a profitability target.
Integrated Expansion Planning
Combine with OptGen to include the investors' perspective in system expansion planning.
OptFolio Considers Underlying Uncertainties and Correlations Through a Scenario-Based Approach
Spot Price
PPA Prices
Unconventional Renewable Generation
Project Cost Overruns
Project Delays
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Integrating the investors' perspective into expansion planning
PSR revolutionizes expansion planning by incorporating the investor’s perspective into a centralized model. Traditional planning models often disregard investor preferences, which can lead to suboptimal project selection. OptFolio bridges this gap by seamlessly integrating with OptGen, our expansion planning tool.
OptFolio identifies an optimal portfolio of projects for energy systems, considering uncertainties and energy policies. By simulating investors’ risk analysis processes, it assigns premiums to riskier projects, reflecting these additional investment costs in OptGen. This iterative approach ensures that project selection aligns with both the central planner’s and investors’ objectives.
With OptFolio, expansion planning achieves a harmonious balance between system efficiency and investor attractiveness, promoting sustainable and profitable growth.
Complementary tools
Need support?
As an active user of PSR solutions, you have access to our support services and our Knowledge Hub — a platform where you can find documentation, frequently asked questions, and detailed methodologies.
