Expert insights on stock market analysis, investment strategies, and Excel techniques for smarter investing.
All weather portfolio dashboard excel - track Ray Dalio's classic 30/40/15/7.5/7.5 allocation across stocks, long bonds, intermediate bonds, gold, and commodities with live MarketXLS formulas, drift monitoring, and a regime scenario engine.
Mid-year portfolio rebalancing dashboard excel - a premium, dashboard-style template that turns your holdings, cost basis, and target weights into a one-screen drift heatmap, trade list, sector exposure view, and tax-aware routing aid, with live MarketXLS formulas.
Stagflation portfolio dashboard excel helps advisors and self-directed investors build a defensive tilt with a real asset sleeve, scenario analysis, and live MarketXLS macro data in one premium workbook.
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.
Fed pause sector rotation model excel helps you compare defensive and cyclical sector ETFs in one live MarketXLS dashboard for Q2 2026.
Tariff impact tracker excel helps investors compare import sensitivity, pricing power, domestic sourcing, and live market data during 2026 trade volatility.
Defensive sector rotation model Excel helps you compare healthcare, consumer defensive, and utilities leadership during April 2026 volatility with live MarketXLS formulas.
Defensive Stock Screener Excel helps advisors and self-directed investors compare utilities, healthcare, and consumer staples during April 2026 rate and inflation uncertainty.
Portfolio wealth management - learn how to build, optimize, and manage diversified investment portfolios using data-driven strategies and Excel-based analytical tools in 2026.
Commodity exposure tracker excel - build a complete monitoring system for oil, gold and agriculture stocks in your portfolio using MarketXLS formulas that update in real time.
Precious metals portfolio tracker Excel — track gold, silver, mining stocks, and ETFs with live MarketXLS formulas. Download free templates with dashboards, scenario analysis, and scoring systems.
Safe haven assets tracker excel — monitor gold, treasuries, and defensive stocks in real time during market selloffs with a live-updating Excel dashboard powered by MarketXLS.
Oil price sensitivity analysis Excel — model how crude oil price swings impact your energy portfolio with live MarketXLS formulas, scenario analysis, and downloadable templates.
Crude oil stock correlation excel — track how energy stocks move with oil prices using real-time MarketXLS formulas and downloadable correlation templates.
Oil price shock portfolio hedge excel — analyze your portfolio's energy exposure and build defensive positions using live MarketXLS formulas during crude oil volatility.
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