Financial Models & Templates

Calculate forward prices with full cost of carry model. Accounts for dividends, storage costs, convenience...

Calculate spending, tax, and balanced-budget multipliers with crowding-out adjustment. Professional Keynesian fiscal policy analysis.

Professional Fama-French factor model Excel template. Calculate expected returns using three-factor or five-factor models with...

Professional Excel template for calculating forward contract mark-to-market value before expiration. Includes long/short position toggle...

Calculate component VaR, risk betas, and budget utilization for a 3-asset portfolio using Euler decomposition....

Calculate the dollar cost of fleeing to cash after market downturns. Shows how recency bias...

Calculate the compounded cost of undersaving due to self-control bias. See your retirement gap and...

Calculate DPI, RVPI, and TVPI multiples per ILPA/GIPS standards. Track fund-level LP returns with live...

Excel template calculating all five ASC 715 pension expense components with corridor amortization, PBO rollforward,...

Calculate your retirement savings target, project your nest egg growth, and find exactly how much...

Benchmark PE returns against public markets with this PME Excel template. Calculate the Kaplan-Schoar ratio,...

Calculate RAROC and capital allocation decisions with this Excel template. Includes hurdle rate comparison and...