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Licensing costs for the Excel templates are one time only with unlimited free upgrades as new versions become available. Options for purchasing in multiple currencies (USD, €, £, CAD, AUD and more) with a wide range of payment methods (including Paypal) are available.

Free registration codes are automatically sent when using a valid educational email address for registration in accordance with our Educational Program.
Template protection passwords for product customization are sent with the registration codes upon purchase with all such customization at the sole risk of the user.

Excel Project Management Template

The Excel Project Management template is a generic and simple to use solution for the efficient planning, management and ongoing monitoring of projects from start to finish. For both Windows and Mac OS versions of Microsoft Excel.

USD 26.00

Excel Business Valuation Template

The Excel Investment and Business Valuation template facilitates the valuation of proposed investment projects or existing businesses for a variety of financial decision making scenarios. For both Windows and Mac OS versions of Microsoft Excel.

USD 26.00

Excel Real Options Valuation Template

The Excel Real Options Valuation template combines several option pricing tools to calculate the strategic value realizable from proposed projects or existing investment scenarios. For both Windows and Mac OS versions of Microsoft Excel.

USD 26.00

Excel Multiple Regression Analysis and Forecasting Template

The Excel Multiple Regression Analysis and Forecasting template provides a basis for identifying value drivers and predictive relationships with data feature selection to provide a statistically robust and reliable forecasting solution. For both Windows and Mac OS versions of Microsoft Excel.

USD 19.00

Excel Portfolio Performance Tracking Template

The Excel Portfolio Performance Tracking template monitoring the ongoing performance a portfolio of financial investments by providing periodic valuation with time weighted returns. For both Windows and Mac OS versions of Microsoft Excel.

USD 22.00

Excel Portfolio Optimization Template

The Excel Portfolio Optimization template establishes optimal capital weightings for financial and business portfolios with optimized technical indicator constants based on maximum back tested returns. For both Windows and Mac OS versions of Microsoft Excel.

USD 26.00

Excel Invoice Template

The Excel Invoice template is a comprehensive customer invoicing system to invoice customers for orders as well manage and save product and customer information and perform sales order reporting. For both Windows and Mac OS versions of Microsoft Excel.

USD 26.00

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Latest Customer Testimonials

Business Valuation Template
"This is a real time saver for quickly evaluating a portfolio of prospective investment assets. A good way to establish a quick baseline and points of comparison between different investments."
(by Thomas Y on 31-Aug-2021)


Business Valuation Template
"Previously, I have held a license as a Certified Valuation Analyst (CVA). The valuation process is not rocket science, but it is complex enough that you can screw it up if you don't know what you are doing. Insert this investment and business valuation workbook."
(by Kevin on 30-Apr-2021)


Regression Analysis and Forecasting Template
"Regression analysis is a great way to forecast into the future and can be complex. To make my calculations more simple, I have chosen to use the multiple regression forecasting workbook. It is straight forward with clear instructions even for the beginner."
(by Kevin on 30-Apr-2021)


Portfolio Optimization Template
"Calculating your portfolio to function at the most optimized point is challenging. When I was in economics class, this was assisted by the CAPM, the Efficient Market Theory, Calculating Beta, R-Squared, etc. This workbook makes quick work of portfolio optimization and is clear and concise as to what you need to input."
(by Kevin on 30-Apr-2021)


Portfolio Optimization Template
"The portfolio optimization template is very useful. It allows you to see which allocation of funds will maximize your portfolio's success. Also being able to analyze the Sharpe ratio and probability of returns has proved to be quite useful. Overall a great template with lot of tools to explore."
(by Ian on 29-Apr-2021)


More Excel solutions by Business Spreadsheets include the free Bond Yield Calculator and Optimal Hedging Strategy templates. An extensive library of Excel solutions categorized by business purpose can be found in the Excel Business Solutions directory.