List/Grid Portfolio Analysis in Excel Subscribe RSS feed of category Portfolio Analysis in Excel
How to Calculate if a Stock is Undervalued or Overvalued
Discover a simple technique to calculate if a stock is a good buy, based on easily-found financial data. This approach is similar to the techniques pioneered by Warren Buffet and…
Bulk Historical FX Rate Downloader
This free Excel spreadsheet downloads multiple FX rate histories from a web service. You can then plot and analyze the exchange rate data, and backtest your trading strategies with Excel’s broad…
WTI Oil Price History in Excel
Automatically download historical prices for West Texas Intermediate crude oil into Excel. Once in Excel, you can analyze, visualize and back-test the data.
Download Forex Data and Plot RSI in Excel
This Excel spreadsheet downloads historical Forex data and plots the Relative Strength Index (RSI) and volatility of the currency-pair. You can also inspect and verify the calculations used to generate the results.
Multiple Stock Quote Downloader for Excel
This Excel spreadsheet downloads multiple historical stock quotes from Yahoo Finance into Excel. Just enter a series of ticker symbols, two dates, and click a button.
Correlation Matrix – Guide and Spreadsheet for Investors
Learn why investors should know about correlation matrices, and download an Excel-VBA spreadsheet to calculate this important asset allocation tool
Foreign Exchange Rate Function in Excel
This Excel spreadsheet has a VBA function (UDF) that scrapes live foreign exchange rates from Yahoo Finance. Read on for the free Excel spreadsheet and VBA.
Real-Time Forex Rates in Excel
Get real-time live foreign exchange rates in Excel with this free spreadsheet. The quotes are delayed by about 15 or 20 minutes but are updated every minute or so.
The Ulcer Index – A Measure of Investor Stress
Want a tool to measure the stress of holding a stock? Then try the Ulcer Index, a technical indicator that describes the pain of continuously falling share prices.
Google Finance Stock Quotes in Excel
Download historical stock quotes from Google Finance straight into Excel with this free spreadsheet. Everything is automated with some clever VBA (which you can view and extend.)