MarketXLS Blog

Expert insights on stock market analysis, investment strategies, and Excel techniques for smarter investing.

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Beta hedging calculator excel - portfolio risk dashboard showing weighted portfolio beta, SPY hedge quantity, scenario P&L unhedged vs hedged

Beta hedging calculator excel - download a premium May 2026 portfolio risk dashboard that computes weighted portfolio beta, sizes the SPY/QQQ/IWM hedge in shares or put contracts, and runs scenario P&L unhedged vs hedged with live MarketXLS formulas.

Portfolio Management
Quality compounders screener excel - May 2026 template scoring stocks on ROIC, ROE, operating margin, debt-to-equity, revenue growth, and free cash flow

Quality compounders screener excel - download a May 2026 template that ranks 20 large-cap candidates on six compounder pillars (ROIC, ROE, operating margin, debt-to-equity, revenue growth, free cash flow) and surfaces high-conviction picks via a live MarketXLS scoring engine.

Stock Analysis

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