Portfolio Management
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.
Compare defensive and cyclical sector ETFs on trend, RSI, beta, and yield in one MarketXLS Excel dashboard built for a Q2 2026 Fed pause.
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.
Build an Excel tracker for oil, gold, and agriculture stocks: live price, beta, sector, dividend, and 52-week data with MarketXLS formulas, plus scenario and allocation sheets.
Track gold and silver ETFs, miners, and royalty companies in Excel with MarketXLS formulas for price, valuation, yield, and trend. Free static sample included; live formulas require a paid MarketXLS subscription.
Track gold, Treasuries, defensive stocks, and the Swiss franc against SPY in one Excel dashboard with MarketXLS formulas for price, YTD return, beta, and correlation.
Oil price sensitivity analysis Excel — model how crude oil price swings impact your energy portfolio with live MarketXLS formulas, scenario analysis, and downloadable templates.
Measure how energy stocks move with crude oil in Excel: QM_GetHistory returns, CORREL, a correlation matrix, and oil-price scenarios. Templates included.
Oil price shock portfolio hedge excel — analyze your portfolio's energy exposure and build defensive positions using live MarketXLS formulas during crude oil volatility.