Financial Models & Templates

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

Calculate U-3 unemployment rate, LFPR, employment-population ratio, and U-6 style labor slack metrics with live...

Professional Excel template for calculating tax incidence, deadweight loss, and welfare effects from per-unit taxes...

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

Fisher equation Excel template with approximate and exact real rate calculations, three solve modes, and...

Calculate stock intrinsic value using the residual income model. Includes ROE spread analysis, terminal value,...

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

Excel template for interpreting Durbin-Watson and Breusch-Godfrey serial correlation tests with Savin-White critical bounds.

Analyze long strangle options positions with this Excel template. Calculate breakeven prices, max loss, and...

Calculate SGR, IGR, and DuPont components from financial statement data. Live Excel formulas update instantly...

Calculate your weighted average cost per share across multiple purchases. Track total shares, investment, and...

Professional Excel template for calculating real exchange rates, PPP implied rates, and currency misalignment. Supports...