Multi-faceted Portfolio Analysis At Your Fingertips
Use a comprehensive list of risk and return analysis functions in your Excel.
Get Wealth index of your portfolio over a specified period of time
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
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
Calculate historical monthly returns for dynamically adjustable periods through the most accurate price data.
Get ready-made chart images for Efficient Frontier, Monte Carlo Simulation and many more.
Calculate historical wealth index assuming you started with a USD 10K account