Wealth Index using Excel

The Wealth Index of portfolio with MarketXLS calculates the highest rate of return for the investment. The MarketXLS add-in enables it to apply to either financial instrument or business portfolios. The wealth index is a popular function to evaluate the investment and to calculate the returns. What is Wealth Index The wealth index is a …

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Portfolio Optimization

Portfolio Optimisation

The Portfolio Optimization with MarketXLS calculates the optimal capital weightings for a basket of investments that gives the highest return for the least risk. The MarketXLS add-in enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio represents an excellent framework for driving capital …

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Value-at-risk VaR using Excel (with MarketXLS)

VaR

Value-at-risk using Excel  is one of the most important financial tools that help an investor measure the  risk of an investment portfolio. This article will discuss what it is, how it is then calculated, how MarketXLS calculates Value-at-risk of your Portfolio. Value-at-risk is a statistical measure of the riskiness of portfolios of assets. It quantifies …

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