Excel Calculators
Forward Value at Time t Calculator Excel Template
Professional Excel template for calculating forward contract mark-to-market value before expiration. Includes long/short position toggle...
Excel Calculators
Risk Budgeting Calculator Excel Template
Calculate component VaR, risk betas, and budget utilization for a 3-asset portfolio using Euler decomposition....
Excel Calculators
Recency Bias Return Calculator Excel Template
Calculate the dollar cost of fleeing to cash after market downturns. Shows how recency bias...
Excel Calculators
Self-Control Savings Calculator Excel Template
Calculate the compounded cost of undersaving due to self-control bias. See your retirement gap and...
Excel Calculators
Private Equity Returns Calculator Excel Template
Calculate DPI, RVPI, and TVPI multiples per ILPA/GIPS standards. Track fund-level LP returns with live...
Corporate Finance
Pension Expense Calculator Excel Template
Excel template calculating all five ASC 715 pension expense components with corridor amortization, PBO rollforward,...
Excel Calculators
Retirement Goal Gap Calculator Excel Template
Calculate your retirement savings target, project your nest egg growth, and find exactly how much...
Excel Calculators
Public Market Equivalent Calculator Excel Template
Benchmark PE returns against public markets with this PME Excel template. Calculate the Kaplan-Schoar ratio,...
Excel Calculators
RAROC Calculator Excel Template
Calculate RAROC and capital allocation decisions with this Excel template. Includes hurdle rate comparison and...
Excel Calculators
Transaction Exposure Calculator Excel Template
Compare forward, money market, and option hedging strategies for FX transaction exposure. Identifies the optimal...
Corporate Finance
Revenue Allocation Calculator Excel Template
ASC 606 Step 4 revenue allocation template. Allocate transaction price to performance obligations using relative...
Corporate Finance
NOI Calculator Excel Template
Professional NOI Calculator Excel template with complete income waterfall, operating expenses, and OER benchmarking for...
