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Transparent Excel models you can audit cell by cell

Portfolio risk, options Greeks, yield curves, and multi-factor selection — no VBA macros, so files open cleanly on Windows and Mac. Built for analysts, CFA candidates, and serious retail quants.

Try a free sample

Instant delivery: Paystack receipt + email link + unlock in My downloads. Educational models — not personalized advice.

Excel 365 / 2021 / 2019 · Win & Mac
No macros · no security prompts
Email + portal download after pay
14-day open-file guarantee

Best value

What’s in the Master Bundle

One purchase unlocks every module: Markowitz/Monte Carlo risk, multi-leg options & Greeks, yield-curve/duration, and multi-factor stock selection. No VBA macros — formulas stay readable (blue inputs, black formulas, green cross-sheet links). Includes four Quick-Start PDFs (one per workbook). Built for analysts, CFA candidates, and serious retail quants who want transparent models they can audit.

  • All four .xlsx modules unlocked after one Paystack payment
  • No macros — opens on Windows and Mac without security prompts
  • Blue inputs / black formulas / green links (banking colour convention)
  • Four Quick-Start PDFs (one guide per workbook)

$129

$166 · Save $37 (22%)

Full bundle details

After payment you’ll get a receipt email and files unlock under My downloads. No account needed before checkout.

Individual modules

Advanced8 sheets · 6 charts · ~1.2 MB

Portfolio & Monte Carlo Risk

Markowitz mean-variance weights, covariance, Sharpe frontier, plus an illustrative NORM.INV simulation for VaR/CVaR and a CAPM performance sheet.

  • Markowitz mean-variance: weights, covariance, Sharpe-max portfolio
  • Illustrative Monte Carlo sheet (configurable trials via NORM.INV)
  • CAPM sheet: Beta, Alpha, drawdowns with optional slippage/commission

$49

Details

Add the other three for about $80 more via the Master Bundle and save vs buying separately.

Intermediate6 sheets · 5 charts · ~900 KB

Options & Greeks Visualizer

Black-Scholes-Merton pricing with dividend yield, up to four legs, aggregate Greeks, payoff curves, and a DTE/vol heatmap.

  • Black-Scholes-Merton with continuous dividend yield (q)
  • Up to 4 legs: spreads, straddles, strangles, iron condors
  • Payoff curves + DTE/volatility heatmap for scenario P&L

$29

Details

Add the other three for about $100 more via the Master Bundle and save vs buying separately.

Advanced7 sheets · 5 charts · ~1.0 MB

Fixed Income & Yield Curve

11-tenor Treasury-style curve (manual inputs), duration/convexity, rate-shock matrix, and LDI cash-flow matching.

  • 11-tenor curve: spots, forwards, discount factors (manual inputs)
  • Modified duration + convexity with rate-shock matrix
  • Liability cash-flow matching / LDI-style waterfall sheet

$39

Details

Add the other three for about $90 more via the Master Bundle and save vs buying separately.

Intermediate7 sheets · 4 charts · ~1.1 MB

Multi-Factor Stock Selector

Cross-sectional z-scores for Value, Momentum, Quality, and Low Vol with style sliders, top-quintile picks, and a 12-month illustrative walk-through.

  • Cross-sectional z-scores across four style factors
  • Style weight sliders + top-quintile conviction list
  • Radar tilt chart + 12-month illustrative rebalance walk-through

$49

Details

Add the other three for about $80 more via the Master Bundle and save vs buying separately.

How delivery works

  1. 1

    Pay with Paystack

    Checkout collects your email and card. Amounts are shown in USD; Paystack may settle in local currency.

  2. 2

    Get the link

    We email a download link and unlock the files in My downloads (portal) for the same email.

  3. 3

    Open in Excel

    No macros to enable. Blue cells are inputs; black are formulas; green links pull from other sheets.

Free sample

Free sample: single-name Black-Scholes calculator

A stripped-down, one-sheet European call/put pricer with Greeks — no macros. Enter email to unlock the download link.

Sample file ships as SmartAlgo_BlackScholes_Sample.xlsx. If the download 404s until the file is uploaded to public/samples/, you’ll still be on the list.

Built by

Smart Algo STS quant desk

Models are maintained by Smart Algos Investment Solution Ltd (Kenya) — the same team behind our Decision Math notes and systematic research. See live strategy verification references via QuantConnect in the site footer. These Excel files are educational / research tools, not a regulated product.

Browse Decision Math notes →

FAQ

Which Excel versions work?

Designed for Microsoft Excel for Microsoft 365 and Excel 2021/2019 on Windows and Mac. Workbooks use standard formulas (MMULT, NORM.INV, SUMPRODUCT, RANK, IFERROR). Dynamic-array habits help but LET/LAMBDA are not required. Not guaranteed in Google Sheets or LibreOffice.

Where does the data come from?

You supply inputs. The Treasury-style curve and stock universes are manual entry or paste — there is no live market data feed. Update rates and prices when you need a fresh run.

How do I get the files after paying?

Paystack emails a receipt; we also email a portal download link and unlock the files under My downloads (client portal). Keep your purchase email handy. No account is required before checkout — create/sign in to the portal with the same email to re-download later.

What’s the license?

Single-user license for personal or internal business use. You may not resell, redistribute, or publish the workbooks as a product. Educational and research use is fine; they are not regulated advice tools.

Refunds and support?

If a file won’t open in a supported Excel version, contact us within 14 days with your Paystack reference and we’ll refund or replace. Formula questions for setup issues are answered by email; we don’t provide custom consulting inside the purchase price.

Do I get updates?

Minor bug-fix versions of the same SKU are free to re-download from your portal for 12 months after purchase. Major new editions may be sold separately and will be noted on the product page.

Who is this for — and who isn’t it for?

For analysts, CFA candidates, students, and retail quants who want transparent Excel models. Not a substitute for a risk system, OMS, or licensed advisory software — and not for anyone who needs live Bloomberg/Refinitiv feeds out of the box.

Educational modeling tools only — not personalized financial advice. Financial disclaimer.