Easily Create an Efficient Frontier Chart for Your Portfolio

The PortfolioEfficientFrontierChartReport function empowers you to quickly and seamlessly generate a comprehensive efficient frontier chart for your chosen portfolio in Excel. This chart helps you visualize the balance between expected returns and associated risks—enabling more informed investment decisions. With MarketXLS’s real-time data integration, you can include multiple US stocks or ETFs in your portfolio and immediately see a PDF link pointing to the efficient frontier report for deeper analysis.

Why Use This Function?

• Reveal Investment Trade-Offs: Quickly visualize potential returns against risks for your chosen stocks or ETFs.
• Optimize Your Asset Allocation: Identify the best balance of investments to achieve higher returns at acceptable risks.
• Instant PDF Report Generation: With one click, you get a link in Excel to a comprehensive, downloadable PDF.
• Flexible Time Frames: Choose from monthly or daily data granularity and specify a date range.
• Include a Risk-Free Rate: Incorporate a risk-free rate (such as yields from short-term Treasuries) for more accurate calculations.
• Secure Reporting: Optionally protect your PDF report with a password.

How to Use in Excel

=PortfolioEfficientFrontierChartReport(portfolio, period, riskFreeRate, [granularity], [runDate], [reportPassword])

1. Enter the function into a cell.
2. Provide the required inputs (portfolio, period, risk-free rate) and optional inputs (granularity, runDate, reportPassword).
3. Once the calculation completes, the cell will display a hyperlink if the chart PDF was successfully generated—or a string indicating the result.

Parameters Explained

Example Usage

Basic Examples

1. Using Only Required Parameters
   =PortfolioEfficientFrontierChartReport(A1:B2, 12, 0)
   • A1:B2 might contain two tickers and their weights.
   • Returns a hyperlink in the cell that opens the efficient frontier PDF (or a text message if generation failed).

2. Specifying Monthly Data and Start Date
   =PortfolioEfficientFrontierChartReport({"MSFT", 0.4; "AAPL", 0.3; "AMZN", 0.3}, 12, 0.01, "monthly", "2022-01-01")
   • Pulls monthly returns for 12 months starting from January 2022.
   • The opt-in risk-free rate is 1%.
   • Generates a link to the PDF report.

Advanced Scenarios

1. Daily Analysis with a Password-Protected Report
   =PortfolioEfficientFrontierChartReport(A1:B10, 24, 0.02, "daily", "2021-05-01", "SecretPass!")
   • Uses daily returns going back 24 days from May 1, 2021.
   • The PDF is password-protected.
   • Particularly useful if you need secure collaboration among stakeholders.

2. Larger Portfolios and Potential Adjustments
   =PortfolioEfficientFrontierChartReport(A1:B8, 36, 0.015, "monthly")
   • If you have many tickers, the function automatically adjusts or omits invalid/missing-data tickers.
   • Great for broad-based portfolios of up to 500 tickers, though typically used for smaller sets.

3. Integrating with Other Excel Tools
   Use this function’s returned hyperlink alongside MarketXLS’s price and fundamental functions to build a dynamic dashboard that updates monthly or daily, providing an always-current portfolio analysis.

Common Questions and Troubleshooting

• "Why am I seeing 'NA' instead of a hyperlink?"

• Possibly due to invalid input, missing data, or license validation failure.
• Check if your portfolio ranges are correct and that you have provided at least two valid US tickers.

• "What if my tickers don’t total 100% weight?"

• The function automatically adjusts if needed. However, strive for precise weighting.

• "How do I know the PDF is password-protected?"

• If you specified the reportPassword parameter, your generated PDF is expected to require that password on opening.

• "What if I exceed 500 tickers?"

• The function will return an error stating the portfolio size limit.

Use PortfolioEfficientFrontierChartReport in MarketXLS to make a well-informed, risk-adjusted portfolio allocation. By generating a detailed PDF containing your efficient frontier visual, you gain immediate clarity and professional-quality insights into your investment approach.