Portfolio Analysis Archives

Latest Cryptocurrency Quotes in Excel

This VBA-powered spreadsheet give you live exchange rates for Bitcoin, Etherium, Monero, Dogecoin and 1500 other cryptocurrencies.

VBA for the Macaulay Duration

The Macaulay Duration is a fundamental characteristic of a bond, and is the weighted average of the time until each payment is received.

Stocks Traded on German Exchanges

Get a comprehensive list of companies traded on all German stock exchanges – over 21000 tickers! This spreadsheet contains companies …

Companies Listed on the Stock Exchange of Thailand

A list of companies traded on the Stock Exchange of Thailand.

VBA to Calculate Yield to Maturity of a Bond

Calculate the redemption yield of a bond via the bisection method and VBA.

Deriving the Bond Pricing Formula

Want to know where the bond pricing equation comes from?

Dow 30 Stocks – Latest Financial Data in Excel

Get the latest financial data for the stocks in the Dow Jones Industrial Average. After clicking a button, Excel connects to the Internet and downloads the latest data.

Find Cheap Dividend Stocks on the NYSE

Find cheap income shares with a free Internet-connected spreadsheet.

Click a single button to analyze the entire NYSE and get the best-value buys.

Calculate Beta With Historical Market Data

This tool calculates beta across any time frame for any stock against any benchmark. It uses historical stock quotes downloaded from Yahoo Finance.

Calculate Dividend Growth Rate in Excel

This Excel spreadsheet downloads historical dividend data and calculates annual dividend growth rates for a set of user-specified stock tickers.

The Gordon Growth Model

This is a simple but remarkably insightful method of valuing stocks.

Fair Value of Oil Stocks

Discover which oil stocks are undervalued with the Graham number.

Valuing Electric Utility Stocks with the Graham Number

Screen for undervalued utilities with the Graham Number and a web-connected spreadsheet with live financial updates.

Calculating the Correlation Between the S&P 500 and Crude Oil

Learn how I calculated the rolling correlation of two key players in my retirement fund, and get a calculation spreadsheet.

OPEC Basket Price History in Excel

Standard deviation of OPEC Basket prices over a 10 day window, from 2009-01-01 to 2015-01-01

This VBA-charged spreadsheet downloads the price of a barrel of OPEC Basket crude oil between two dates.