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 IntroVBA Macro button in the workbook to see detailed functionalities
Pleae use this link for a video demo.