Efficient frontier + VaR panel
Efficient frontier + VaR panel
Full suite dashboard collage
Portfolio Optimization & Monte Carlo Risk Suite
Build optimal portfolios from your own return inputs: covariance matrix, efficient frontier, and Sharpe-max weights. An illustrative Monte Carlo sheet runs configurable NORM.INV trials (default 500; raise if your machine allows) so you can see how sample size affects 95% VaR and Expected Shortfall. Includes a CAPM sheet with Beta, Jensen’s Alpha, and drawdown charts using trade-log friction assumptions you control.
- 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
Instant delivery after Paystack: receipt email + unlock in My downloads. Paystack collects your email at checkout. 14-day open-file guarantee.
Educational model — not personalized financial advice.
Want everything? Add the other 3 modules via the and save vs buying separately.
Compatibility & delivery
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.