Trading Journal Spreadsheet
This Excel spreadsheet provides a trading journal for active stock traders. It’s designed for traders who want to track, manage and maximize their performance in an easy-to-use spreadsheet.
Average True Range Spreadsheet & Tutorial
Discover how traders use average true range as a stop-loss indicator in buying & selling strategies, and learn how it is calculated in Excel.
Stock Comparison Spreadsheet with Data Retrieval from Web
This Excel spreadsheet lets you compare critical financial data for up to 10 stocks. Use this spreadsheet to validate your existing investment strategy or pick out the strongest stocks.
Stock Screener for Excel with Automatic Data Download
This Excel spreadsheet provides a stock screener that automatically downloads stock quotes for over 6800 ticker symbols.
Maximum Drawdown in VBA
This VBA function and the accompanying Excel spreadsheet calculate the maximum drawdown of a series of investment returns. The maximum drawdown is the largest percentage drop in asset price over a specified time period.
Stutzer Index
This article introduces the Stutzer index and provides a calculation spreadsheet. The Stutzer index is an investment performance benchmark that penalizes underperformance against a benchmark.
Upside Potential Ratio – Spreadsheet and Guide
This article introduces the Upside Potential Ratio, a risk-adjusted investment performance benchmark.
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Beneish M-Score
Determine if a company has manipulated earnings with the Beneish M-Score. It’s simply a mathematical formula which uses data from a company’s financial reports.
Altman Z-Score
The Altman Z-Score is an empirical model that predicts the probability of corporate bankruptcy. This article introduces this valuable predictor of financial distress, and offers a calculation spreadsheet.
Trading Journal Spreadsheet
This Excel spreadsheet provides a trading journal for active stock traders. It’s designed for traders who want to track, manage and maximize their performance in an easy-to-use spreadsheet.
Pricing Double Barrier Options
Double Barrier options are path-dependent options. They have two pre-defined barriers, one higher and one lower than the current asset price. If the asset price crosses either barrier, the option…
Trinomial Tree for Pricing European Options
This article presents an Excel spreadsheet and VBA for pricing European options with a trinomial tree.
Average True Range Spreadsheet & Tutorial
Discover how traders use average true range as a stop-loss indicator in buying & selling strategies, and learn how it is calculated in Excel.
Stock Comparison Spreadsheet with Data Retrieval from Web
This Excel spreadsheet lets you compare critical financial data for up to 10 stocks. Use this spreadsheet to validate your existing investment strategy or pick out the strongest stocks.
Stock Screener for Excel with Automatic Data Download
This Excel spreadsheet provides a stock screener that automatically downloads stock quotes for over 6800 ticker symbols.
Maximum Drawdown in VBA
This VBA function and the accompanying Excel spreadsheet calculate the maximum drawdown of a series of investment returns. The maximum drawdown is the largest percentage drop in asset price over…
The Omega Risk Measure
Traditional investment performance benchmarks quantify how much investors could potentially lose, given the variance (or downside-variance) of the portfolio. These include the Sharpe Ratio and the Sortino Ratio, which generally favor… Read more »