Excel Calculators
Diversification Ratio Calculator Excel Template
Free Diversification Ratio Calculator Excel template. Measure portfolio diversification effectiveness with live formulas.
Excel Calculators
Capital Market Line Calculator Excel Template
Professional CML Excel template with live formulas. Calculate portfolio allocation, expected returns, and mean-variance utility...
Excel Calculators
Annualized Return Calculator Excel Template
Annualized Return (CAGR) Excel template. Convert any holding-period return into annual, monthly, and quarterly equivalents....
Excel Calculators
After-Tax Return Calculator Excel Template
After-Tax Return Calculator spreadsheet. Compare annual accrual vs deferred capital gains tax regimes. Calculate tax...
Equities
Monthly to Annual Returns Excel Template (Free Download)
A minimal Excel template (with sample CSV) that converts monthly returns into annual returns and...
Personal Finance
Retirement Savings Calculator in Excel – Project How Long Your Money Lasts
A free Retirement Savings Calculator in Excel that helps you project how long your money...
Portfolio Management
Crypto Portfolio Dashboard In Excel
Track and manage your crypto with a crypto portfolio dashboard in Excel with this live...
Portfolio Management
Portfolio Standard Deviation Calculation Excel Example
Download this Portfolio Standard Deviation Calculation Excel Example, a simple and structured spreadsheet that demonstrates...
Equities
Margin Trading Return Simulator
Curious about margin trading? This Excel-based simulator helps you analyze the impact of leverage on...
Portfolio Management
Free Covariance Matrix in Excel File
Download a free Excel file with sample data and a basic covariance matrix, created in...
Portfolio Management
Correlation Matrix in Excel File
Download a free Excel file with sample data and a basic correlation matrix, created in...
Portfolio Management
Up Capture & Down Capture Ratios – Excel Workbook
Unlock the full potential of your investments with our "Up Capture & Down Capture Ratios...