Portfolio Modelling Tool
A ready-to-use financial template to help you understand the potential performance of an early stage investment
1,218Discussadd_shopping_cart
free
by Seraf
Search results: portfolio modelling tool
by Seraf
Portfolio Value at Risk ModellingTool
Calculate Portfolio P&L | Study Distribution | Fine Tune Value at RIsk Model | Run Backtesting/Validation Analysis .273Discussadd_shopping_cart$250.00
by Benjamin Scherer
Cryptocurrency Portfolio Valuation Excel Tool
Incredibly useful tool in tracking your cryptocurrency portfolio and its value.8,526Discussadd_shopping_cartfree
by ND Cryptocurrency
Free Multi-purpose Excel ModellingTool (Add-in)
Free Microsoft Excel modelling add-in containing a wide range of tools for navigation, formatting and excel modelling.8,7251add_shopping_cartfree
by Kevin Yassine
Excel Loan PortfolioTool – Consolidated Amortization Model with Dashboard
Excel tool to consolidate 1–1,000+ loans with automated amortization schedules & dashboard767Discussadd_shopping_cart$25.00
by Stratmod Excel
Spyglass RiskSim – Financial & Predictive Risk ModellingToolkit (Excel + DLL)
Spyglass RiskSim is a professional-grade financial and predictive risk-modellingtoolkit for Excel, providing Monte-Carlo simulation, probability distributions,196Discussadd_shopping_cartfree
by Deon de Wet-Roos
Future of Finance Lab #5-AI tools Perplexity, Gemini, Claude and Excel Agent supercharge your Financial Modelling (FREE)
EOY session on prompt engineering, model selection, and validation strategies using leading AI tools like Perplexity, Gemini, ChatGPT, Claude, and Excel Agent243Discussadd_shopping_cartfree
by Lance Rubin
MX Real Estate Portfolio Evaluator (PEPE). Automate Asset Modelling, Portfolio Valuation, and Investor Returns
Save 20 to 80 hours per deal and manage entire real estate portfolios with this powerful Excel based private equity analytics engine.23Discussadd_shopping_cartfree
by Jack Avon
Asset portfolio rebalancing tool (2023 release)
Asset Porfolio Rebalancing made easy via a downloadable Microsoft Excel File.2,933Discussadd_shopping_cart$10.00
by Domenico Cristarella
Excel Financial Model for an Early Stage Investment Portfolio
A comprehensive guide accompanied with explanations and examples to help you create an early stage portfolio1,667Discussadd_shopping_cartfree
by Seraf
Theoretical Portfolio Optimisation Calculator
Excel tool for the calculation of the theoretical optimal portfolio weights for up to 25 securities1,971Discussadd_shopping_cartfree
by Projectify
Debt/Loan Refinancing Analysis Excel Tool
User-friendly Excel tool to calculate financial impacts of refinancing a portfolio of debt/loan facilities2,840Discussadd_shopping_cart$35.00
by Projectify
Optimal Portfolio - Markowitz Efficient Frontier (With Short Selling Option) Excel Model
Use this tool uses Efficient Market Hypothesis to determine the optimized portfolio allocation.1,5651add_shopping_cartModern Financial and Management Reporting with Scalable Modeling and AI Tools (Free Slides)
Free Best Practice resource featuring slides from the webinar "Game Changing Modern Financial and Management Reporting with Scalable Modelling and AI Tools".346Discussadd_shopping_cartfree
by Lance Rubin
Personal Wealth Toolkit — 7 Investor-Grade Excel Models (Real Estate, Portfolio, Dividends, Retirement, FIRE, Net Worth,
Seven investor-grade Excel models covering the full personal wealth stack — 58% off versus buying individually.New!Discussadd_shopping_cart$149.00
by Frank Casile
Cryptocurrency Portfolio Excel Tracker
Cryptocurrency portfolio tracking tool, allowing you to keep track of all your different cryptocurrency investments9,404Discussadd_shopping_cartfree
by Anders Jensen
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Advanced Sales Analytical Dashboard in Microsoft POWER BI (DAX)
Advanced Sales Dashboard in Microsoft Power BI with DAX. Includes YOY, fiscal calendar, AI visuals, dynamic ranking & customer/time intelligence analysis.11,3031library_add - 3 hours ago
Financial Modeling of Major Maintenance Reserve Account with Manual and Excel Template
Financial Modeling of Major Maintenance Reserve Account1,573Discussadd_shopping_cartfree
by FinExMod
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EMF Pro - Advanced Model Review Utility
The Complete Financial Modelling Utilities for Modellers (Trial)227Discussadd_shopping_cartfree
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Pitch Deck / Investment Presentation Template
Lengthy set of slides covering various aspects of a typical investment presentation, along with the excel source file.8,5842add_shopping_cart - 4 hours ago
Due Diligence Excel Checklist
Checklist helping you to be prepared for an upcoming due diligence process.19,191Discussadd_shopping_cartfree
by Firmex
- 5 hours ago
Financial Projections Excel Template
Our financial projections template provides everything needed to create 5 year startup financial projections.8,5473add_shopping_cartfree
by Plan Projections
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Porter's Generic Strategies Matrix Template
Position your company on a Matrix to determine your competitive focus with Porter's Generic Strategies Template.4,2423add_shopping_cartfree
by Tim Demoures
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Travel Agency Excel Budgeting Template Demo
Travel Agency Budget Template - take control of your business' financials997Discussadd_shopping_cart - 5 hours ago
Travel Agency Business Plan Example
If you are planning to start a new tour and travel agency business, the first thing you will need is a business plan. Use our Travel Agency Business Plan.169Discussadd_shopping_cartfree
by Upmetrics.co
- 14 hours ago
Pricing Your Product: Product Costing Excel Template
Excel spreadsheet to calculate how much it costs to produce your product.67,481Discussadd_shopping_cart - 14 hours ago
Management Data Entry
Excel Data Entry User Form made with Visual Basic.2,7222add_shopping_cartfree
by Rilinda Abazi
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Segmental P&L (Profit & Loss)
Business segment reporting breaks out a company's financial data by company divisions3,467Discussadd_shopping_cartfree
by ECF Consultancy
- 15 hours ago
Costing Studio Lite – Excel-Based CAPEX, COGS & Project Economics Software
ChemDesign Costing Studio Lite is a 64-bit Excel-based engineering costing application for estimating CAPEX, COGM, COGS and project financial returns.New!Discussadd_shopping_cartfree
by Deon de Wet-Roos
- 16 hours ago
2014 Round 1: Precise Debt Modeling
Excel training/competition model from the 2014 Financial Modeling World Championships1,499Discussadd_shopping_cart - 18 hours ago
Product Pricing Strategy Insights
Mastering the Art of Pricing: What the Textbooks Don't Teach You2,421Discussadd_shopping_cartfree
by Bing Gordon
- 21 hours ago
Discounted Cash Flow (DCF) Analysis with IRR and NPV
Several spreadsheets that can be used for the analysis of a real estate investment from various perspectives18,1502add_shopping_cartfree
by Norm Miller PhD
- 21 hours ago
Discounted Cash Flow (DCF) Model (Academic Quality)
A simple DCF model serving as an academic exercise to understand how financial modeling works.3,698Discussadd_shopping_cartfree
by Joshua Wong
- 22 hours ago
Cash Flow Excel Model with Monthly P&L, Balance Sheet, CF Statement, Scenarios, DCF, Capital and Debt Structure
An extended Excel version of a Cash Flow financial model with a free video tutorial.13,720Discussadd_shopping_cartfree
by Jacek Polewski
- 23 hours ago
Abacus Solar & Wind Debt Sculpting Financial Model
Free, debt sculpting financial model for solar, wind, and other renewable energy and PPP transactions.3,4282add_shopping_cartfree
by AbacusPF
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Financial Model audit check list - spreadsheet
This is an audit or productivity tool that you can use while reviewing someone else’s models.9,1496add_shopping_cartfree
by FinExMod
