Financial Models & Templates

Professional Excel models for finance professionals

Showing 281 professional models

Excel Calculators

50/30/20 Budget Planner Calculator Excel Template

Downloadable 50/30/20 budget planner Excel template with live formulas. Track needs, wants, and savings targets...
Excel Calculators

Time Series Forecasting Calculator Excel Template

AR(1) time series forecasting Excel template with point forecasts, confidence intervals, stationarity checks, and half-life...
Excel Calculators

Yield to Maturity Calculator Excel Template

Calculate YTM, current yield, YTC, and yield to worst for any bond. Supports zero-coupon and...
Excel Calculators

Swaption Pricing Calculator Excel Template

Professional swaption pricing using Black's model. Calculate premiums, Greeks, and parity checks with this free...
Excel Calculators

TVM Calculator Excel Template

Time Value of Money Excel template with live formulas. Solve for any TVM variable -...
Excel Calculators

Theta Decay Calculator Excel Template

Calculate option time decay with this Theta Decay Calculator Excel template. Includes theta, extrinsic value,...
Excel Calculators

Time-Weighted Return Calculator Excel Template

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

Unemployment Rate Calculator Excel Template

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

Tax Incidence & Deadweight Loss Calculator Excel Template

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

Treynor Ratio Calculator Excel Template

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

Real Interest Rate Calculator Excel Template

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

Residual Income Calculator Excel Template

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

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