Portfolio Management Financial Models & Templates

Excel Calculators

Free DCA Excel template for recurring investments, running average cost, period-by-period shares, and DCA vs...

Excel Calculators

Professional Kelly Criterion Excel template for optimal bet sizing and portfolio allocation. Supports gambling and...

Excel Calculators

Decompose commodity futures returns into spot, roll yield, and collateral components. Analyze contango vs backwardation...

Excel Calculators

Calculate the Calmar Ratio in Excel with live formulas. Enter CAGR and maximum drawdown to...

Excel Calculators

Calculate annualized time-weighted return (TWR) to measure investment performance independent of cash flow timing. Industry-standard...

Excel Calculators

Professional Treynor Ratio Excel template with automatic performance rating. Calculate excess return per unit of...

Excel Calculators

Calculate risk-adjusted portfolio performance using downside deviation. Includes Sortino ratio, Sharpe comparison, and volatility metrics.

Excel Calculators

Professional Excel template for corridor-based portfolio rebalancing. Calculates drift, trade amounts, and transaction costs for...

Excel Calculators

Calculate portfolio beta as the weighted average of individual asset betas. Supports up to 10...

Excel Calculators

Calculate funded ratio, project Year 1 pension status, and determine required contributions with this professional...

Excel Calculators

Professional Brinson-Fachler attribution analysis with per-sector allocation, selection, and interaction effects. Supports 2-10 sectors.

Excel Calculators

Professional Money-Weighted Return (IRR) calculator with live Excel formulas. Calculates your actual dollar-weighted investment return...