Portfolio Modelling Tool
A ready-to-use financial template to help you understand the potential performance of an early stage investment
1,235Discussadd_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 .288Discussadd_shopping_cart$250.00
by Benjamin Scherer
Cryptocurrency Portfolio Valuation Excel Tool
Incredibly useful tool in tracking your cryptocurrency portfolio and its value.8,546Discussadd_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.8,7631add_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 & dashboard813Discussadd_shopping_cart$19.50
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,220Discussadd_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 Agent268Discussadd_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.40Discussadd_shopping_cartfree
by Jack Avon
Asset portfolio rebalancing tool (2023 release)
Asset Porfolio Rebalancing made easy via a downloadable Microsoft Excel File.2,973Discussadd_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 portfolio1,697Discussadd_shopping_cartfree
by Seraf
Theoretical Portfolio Optimisation Calculator
Excel tool for the calculation of the theoretical optimal portfolio weights for up to 25 securities1,993Discussadd_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 facilities2,894Discussadd_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.1,5871add_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".389Discussadd_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.30Discussadd_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 investments9,458Discussadd_shopping_cartfree
by Anders Jensen
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- 40 minutes ago
Public SaaS / Software Company Operating & Valuation Model Template
Comprehensive Public Company SaaS Operating & Valuation Model5,5291add_shopping_cartfree
by AJ Ross
- 1 hour ago
High Growth Firms Valuation Model
Value tough-to-value firms, with negative earnings, high growth in revenues and few comparables1,208Discussadd_shopping_cartfree
by Aswath Damodaran
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Financial Model Detective Book: Hints and Tricks on how to Review Project Finance models
This book describes how to carry out a financial model review in a systematic and methodical way.2,218Discussadd_shopping_cart$9.50
by FinExMod
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Free Cash Flow (FCFF) Template
Compute the FCFF for a firm through three different methods (EBIT, EBITDA and Net Income)1,331Discussadd_shopping_cart - 3 hours ago
Combination Model
A 22 section excel model to assess the impact on the financials of the combination of companies10,6836add_shopping_cartfree
by John P. Burns
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Excel for Financial Modeling - Functions & Formulas Practice Workbook
The Excel functions every financial modeler needs, in one interactive workbook.268Discussadd_shopping_cartfree
by FinExMod
- 3 hours ago
McKinsey's Strategic Control Map Framework Model Template
An editable PowerPoint Template Slide of McKinsey's Strategic Control Map Framework Model, to help organisations maximise their market capitalization.2,450Discussadd_shopping_cartfree
by Tim Demoures
- 3 hours ago
Acquisition Schedule - Excel Model Template
This is an Excel Template of the Acquisition Schedule2,841Discussadd_shopping_cartfree
by Wall Street Oasis
- 3 hours ago
How to use history in making an acquisition analysis
An extensive excel tool for acquisition analysis, and how to use history when making an acquisition analysis.1,285Discussadd_shopping_cartfree
by Prof. Ed Bodmer
- 3 hours ago
Network Optimization: How to perform a Greenfield Analysis
This document and toolkit work to enable accurate Greenfield Scenarios, customizable and quick.420Discussadd_shopping_cartfree
by Ben Unpingco
- 4 hours ago
KISS Debt Version
KISS stands for Keep It Simple Security: Debt Version legal document template.547Discussadd_shopping_cartfree
by 500 Startups
- 4 hours ago
KISS Equity Version
KISS: Keep it Simple Security; Downloadable Equity Version Template.1,178Discussadd_shopping_cartfree
by 500 Startups
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Investment Thesis - Powerpoint Template
Powerpoint template guiding the user to create an investment strategy presentation4,303Discussadd_shopping_cartfree
by Wall Street Oasis
- 18 hours ago
Employee Overtime Tracker
Time tracking spreadsheet template, to track employee worked hours, and overtime work, weekly employee time tracking report481Discussadd_shopping_cartfree
by Nisrine LAHRECHE
- 20 hours ago
TOWS Matrix Excel Template Free Download
The model has build to helps the user to form a SWOT analysis and TOWS matrix as a strategic roadmap for the business in excel template3,546Discussadd_shopping_cartfree
by ECF Consultancy
- 20 hours ago
YouTube Investment Memo - Analysis
Overview and analysis of an Investment Memo made for YouTube1,424Discussadd_shopping_cartfree
by Miles Grimshaw
- 21 hours ago
Absorbers Excel Workbook
Absorbers Excel Workbook created to align with Chapter 4: 'Absorbers' of textbook "Rules of Thumb for Engineers."1,229Discussadd_shopping_cartfree
by Stephen Hall
- 23 hours ago
Chart of Accounts Excel Template for ERP
A structured, ready-to-use chart of accounts covering 4 major classes (Assets, Liabilities, Expenses, Revenues)57Discussadd_shopping_cartfree
by model based
- 1 day ago
Rent vs Mortgage Excel Template
Rent vs Mortgage is an excel tool that calculates the payments to a house mortgage loan and compares it to renting.1,041Discussadd_shopping_cartfree
by Big4WallStreet
- 1 day ago
Sensitivity and Scenario Analysis Excel Template with VBA
This workbook and this manual are designed to help you build a sensitivity analysis into your models using VBA.7,5253add_shopping_cartfree
by FinExMod
