Finance Spreadsheets

Finance Spreadsheets is a powerful collection of investment spreadsheets and modeling templates. Equipped with over 50 templates in different financial categories, it significantly improves the productivity of investors and analysts performing financial, modeling, calculations and analysis.

The app acts as an index for accessing the spreadsheets. Upon selection of a particular financial topic, the app will display on the right pane the related information and general usage for the particular spreadsheet and provide an option to launch it in an office suite.

Useful Finance Calculations

Finance Spreadsheets calculations are useful for managing investments, evaluating porfolio performance, estimating the share price of a company, and determining the feasibility of an investment.

Categories covered includes

Portfolio Performance
- Sharpe's Ratio
- Treynor Index
- Portfolio Risk
Loan Amortization
- Weekly, Monthly, Bi-Monthly, Quarterly, Half Yearly, Annual Schedules
Bond Valuation
- Bond Price
- Yield To Maturity
- Duration and Convexity
Captital Budgeting
Net Advantage to Leasing
Cash Flow
- Free Cash Flow to Equity
- Free Cash Flow to Firm
Cost of Equity
- Dividend Growth Model
- Capital Asset Pricing Model (CAPM)
Equity Valuation (Dividends)
- Constant Growth Dividend
- Two Stage Growth Dividend
- Non Constant Growth Dividend
Time Value of Money (TVM)
- Present Value (PV)
- Future Value (FV)
- Net Present Value (NPV)
- Internal Rate of Return (IRR).
Options Valuation
Holding Period Return
Yields
- Bank Discount Yield
- Effective Annual Yield
- Holding Period Yield
- Money Market Yield

About Finance Spreadsheets

The Finance Spreadsheets app is an extremely valuable tool for the financial analyst or investment banker.

It significantly improves productivity with ready to run, well tested spreadsheets of financial models.

It also provides great educational value to aspiring students and entrepreneurs trying to understand more about financial calculations and provides real life spreadsheet examples for hands on training.

Users need enter values only in the input fields marked with the ‘*’ symbol and the built-in formulas of the spreadsheets will automatically make the required computations.

Benefits

Industry Proven - All models and templates have undergone vigorously testing and received positive feedbacks.
Ease of Use - Designed for touch devices and ready to use out-of-the-box, users find the spreadsheets easy to understand with comprehensive in-app documentation.
Ease of Customization - Spreadsheet models are designed to facilitate customization and are easily reused in other financial models.

Requirements

The spreadsheets bundled in this app requires an Office Suite in order to display and function properly. Supported suites include

Polaris Office (preferably v4.1.2 or onwards)
Kingsoft Office (preferably v5.3.4 or onwards)
OfficeSuite (preferably v7.0.1186 or onwards)
Quickoffice Pro (preferably v5.7.327 or onwards)
Documents To Go (preferably v3.004 or onwards)

The spreadsheets bundled in the app will also work with Microsoft Excel (2003, 2007, 2010 and 2013) on the Desktop.

Unless otherwise stated, most spreadsheets are designed to work in Portrait mode.

Saving the Spreadsheet

A spreadsheet that is launched by the app is opened in a private folder which users do not have permissions to modify. To customize and save a copy of the spreadsheet, we recommended using the Save As command to save the spreadsheet in the My Documents folder.

Limitations

Some Office Suites lack support for certain formulas resulting in limitations in some spreadsheets as detailed below :

For Quickoffice (as of v5.7.327)

Covariance, Correlation and Beta will not be calculated in the Portfolio Risk spreadsheet

For Documents To Go (as of v3.004)

Covariance, Correlation and Beta will not be calculated in Portfolio Risk spreadsheet