MarketXLS Blog

Build an investment tracker in Excel: one row per holding with shares, cost, =Last() price, market value, gain/loss, weight, and dividend income, using MarketXLS formulas.

Portfolio rebalancing moves a drifted portfolio back to its target weights. Learn when to rebalance and how to calculate the trades in Excel with MarketXLS.

ROIC formula guide showing return on invested capital calculation and value creation interpretation

A dividend calendar spreadsheet lists ex-dividend, record, and pay dates with expected amounts for each holding, so you can plan income and reinvestment.

A dividend calendar spreadsheet lists each holding with its ex-dividend date, pay date, frequency, and amount so you know when income arrives. How to build one with MarketXLS.

Dividend portfolio tracking in Excel lets you monitor yield, income, ex-dividend dates, and DRIP growth across all your holdings. Build a complete tracker with MarketXLS formulas.

Build a dividend calendar spreadsheet in Excel with ex-dividend date, pay date, frequency, dividend per share, and yield for each holding to forecast retirement income.

The efficient frontier is the set of portfolios with the highest expected return for each level of risk. How to plot it for your portfolio in Excel with MarketXLS.

The five principles of factor investing: pick factors with persistent premiums, diversify across them, apply rules consistently, hold long term, and review regularly.

Portfolio rebalancing sells what has grown above target and buys what has lagged, restoring your chosen asset mix and risk level.

Carhart Four Factor Model extends Fama-French by adding momentum to explain portfolio returns. Learn the formula, how to calculate each factor in Excel, and perform portfolio attribution using MarketXLS.

A REIT screener filters real estate investment trusts by property type, dividend yield, FFO or AFFO payout, leverage, and valuation, so you research a shortlist instead of every REIT.

Larry Swedroe's investing principles in brief: diversify across asset classes and countries, keep costs low with funds such as ETFs, manage risk, and follow a written plan.

10 portfolio management tips for retirement planning with diversification, rebalancing, and tax efficiency strategies

An efficient frontier calculator uses expected returns, volatilities, and correlations to find the asset mixes with the highest expected return for each level of risk.

Asset allocation calculators turn your risk tolerance, time horizon, and goals into a target mix of stocks, bonds, and cash. What they measure and how to model allocation in Excel.