MarketXLS Blog

Risk parity weights assets so each contributes a similar share of portfolio risk. The inverse-volatility formula, and a worked 4-asset reweighting example in Excel with MarketXLS.

Benjamin Graham's Defensive Investor screen: rules for size, financial strength, earnings and dividend history, growth, and P/E, plus a MarketXLS template.

Portfolio risk management is essential for protecting your investments and achieving long-term financial goals. Learn how to measure, monitor, and manage portfolio risk using Excel and MarketXLS.

Sortino ratio = (return minus minimum acceptable return) / downside deviation. The formula, a step-by-step Excel calculation, and how it compares with the Sharpe ratio.

Export your Yahoo Finance portfolio to Excel as a CSV, then turn the symbols and weights into a portfolio analytics dashboard with MarketXLS portfolio functions.

To build an efficient frontier in Excel, you calculate each asset's average monthly return, the covariance matrix of those returns, and then solve for the portfolio weights that give the lowest...

Portfolio beta calculator tools help investors measure systematic risk, understand market sensitivity, and optimize portfolio allocations using Excel formulas and automated analysis.

How Warren Buffett built Berkshire Hathaway over its first 50 years: insurance float, wholly owned businesses, and long-term stock holdings, as described in 2014 and 2017.

How Joel Greenblatt's magic formula ranks stocks on earnings yield and return on capital, and how to build the screen in Excel with MarketXLS formulas.

MarketXLS adds 1000+ financial-data functions to Excel and Google Sheets: quotes, price history, fundamentals, options, technical indicators, and portfolio tools.