Invest 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 Benjamin Graham.

A Review of “Option Volatility & Pricing: Advanced Trading Strategies and Techniques”

“The least successful traders have a certain naïve confidence in their math skills”.

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 suite of tools and functions.

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.

The Volatility Surface – A Practitioner’s Guide by Jim Gatheral

Much of my life as a so-called financial analyst has focused on understanding the abstract concept of the volatility surface.

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

Yahoo Stock Quotes Bulk Downloader in Excel

This Excel spreadsheet downloads multiple historical stock quotes 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

Roll-Geske-Whaley Method to Price American Options

Learn how to price American call options with the Roll-Geske-Whaley method, and get an Excel spreadsheet.

ING Direct Orange Key

ING Direct Canada will give you a $25 bonus (or $50 until the end of December 2012) when you open any account with an initial deposit of $100.

Financial Modeling by Simon Benninga

I’d heard good things about this book from my friends – they’d remarked that this booked helped them to translate financial modelling theory into practice.

Time Switch Options

Learn about time switch options, and get a pricing spreadsheet.

Calculate Implied Volatility with the Bisection Method

Get an Excel spreadsheet & VBA to calculate implied volatility with the bisection method. Discover how numerical bisection works, its advantages and disadvantages

Financial Ratios Explained

This guide introduces the most significant financial ratios that investors use to gauge the health of a company.

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.