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Portfolio manager

Multi-faceted Portfolio Analysis At Your Fingertips

Risk-Return Analysis

Use a comprehensive list of risk and return analysis functions in your Excel.

Wealth Index

Get Wealth index of your portfolio over a specified period of time

Portfolio Optimizations

Calculate efficient frontier, Montecarlo simulation and get the best returns on your portfolio at lowest risk
The Feature Highlights
Things That MarketXLS Does For You In The Background With Just A Set Of Assets And Weights
No downloading of data, quick and easy portfolio analytics with easy to use functions

No downloading of data, quick and easy portfolio analytics with easy to use functions Define your portfolio as a range of Excel that has your stocks and the proportion of stocks in the portfolio. The total should be 100%. Once you have this portfolio inputs you are ready to use various portfolio analytics functions.
Basic Analysis Metrics
Portfolio Monthly Returns

Calculate historical monthly returns for dynamically adjustable periods through the most accurate price data.

=MonthlyReturns(Portfolio, Periods)
Portfolio Efficient Frontier

Get ready-made chart images for Efficient Frontier, Monte Carlo Simulation and many more.

=PortfolioEffecientFrontierChart(Portfolio, Periods)

Calculate historical wealth index assuming you started with a USD 10K account

=WealthIndex(Portfolio, Periods)
Portfolio Beta & Portfolio Volatility

Calculate your Portfolio‘s Beta and Volatility with the functions as shown below. The default index used for calculations is SPY

Call: 1-877-778-8358
Ankur Mohan MarketXLS
I am so happy you are here. My name is Ankur and I am the founder/CEO of MarketXLS. Over the past four years, I have helped more than 2500 customers to implement their own investment research strategies and monitoring systems in Excel.
Implement “your own” investment strategies in Excel with thousands of MarketXLS functions and starter sheets.
Get started today