Guoliang2019 / portfolio-evaluating-excel-tool

Python-powered Excel Macro VBA workbook

portfolio-evaluating-excel-tool

Portfolio Evaluation Application with Excel as user interface with Macro VBA button to evaluate risk and return of multiple strategies against adjustable benchmarks.

Please download all files under this repo to use the tool. Also, properly setup xlwings, connecting Python to Excel, is necessary. Following instructions would help you do so.

• Create new environment using settings from xlwings_env
• Install xlwings addin to Excel
• Open Portfolio_Evaluating_Tool.xlsm
• Click Tool Intro VBA Macro button in the workbook to see detailed functionalities

Pleae use this link for a video demo.

Note: Data in the example is either randomly generated or downloaded from public data provider.