Best Excel Plug-In?

Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

Pesca-pescatarian

King Kong

I guess I didn't clarify ... besides CapIQ. I meant more of a productivity plugin.

Maximum effort.

CorpFinHopeful

Neanderthal

You could take a look at Macabacus. Aside from having a great site full of useful information, they also make a plugin geared towards financial modeling. The free version is pretty good in my opinion.

http://www3.wabash.edu/econometrics/EconometricsBook/Basic%20Tools/Exce…

Authored by: Certified Risk Management Professional - 1st Year AnalystCertified Risk Management Pro

AretePursuit

Orangutan

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AcquisitionsGuy

King Kong

Nice! I really like the Monte Carlo Add-In. Not too helpful in my current job, but would have been great during the MSF

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MTx_2012

Senior Baboon

I'm buying new notebook PC. Need to run MATLAB and Excel. Which OS - Windows 7 or 8?

Spot Price of Gold and Silver

shynic89

Senior Monkey

glad to see the name of Wabash pops up on WSO...

https://www.wallstreetoasis.com/resources/skills/strategy/turnaround-recovery-strategies

jl500

Chimp

Best Response

Hi, I am a long-time reader but it’s the first time I post here. I know of the following add-ins:

Veodin KeyRocket: it monitors your mouse actions and then suggest possible shortcuts. I paid $20 but they recently increased the price a lot. It analyses your progress
Macabacus Lite. Free and convenient
Boost: I used until the free trial expired and found it very good, similar to Macabacus. Both Macabacus Pro and Boost retain CTRL Z functionality. Both are expensive if you are an individual, IMO.
AMT Add-in for Investment Banking: Shortcuts and other actions for Investment Banking modeling. Free but I haven’t tried it
Spreadsheet studio: Add-in for audit. Free and very convenient to analyse the spreadsheet’s structure. Works with Excel 2007 and 2010. An update for 2013 will come according to the website
I know that F1F9 has another Add-in for shortcuts and modeling but I couldn’t find it and I haven’t tried it either. If you take their 31-days online course I’m sure you will find it among the lessons.
Wall Street training has another one.

To sum it up, for me the most attractive are Boost and Macabacus but as I said before, those are the only ones I have used, besides KeyRocket

mlbllrd

Senior Monkey

I use the PitchBook add-in that I got through business school. If your business school doesn't offer it, then I would think it is very expensive. But they may have a free version. A couple of things I like about it.

Online and Excel: They have an online version as well as the excel add-on that has different things I am looking at. I use both, but would say I use excel more.
Template Library: They have a bunch of templates that once you learn the Formula Builder, can adapt the templates to your needs. My favorite is the WACC template.
Dynamic: You can get just about any stock information and seems like every data point known to mankind for that stock. Once you set up your formulas you can build as big and dynamic a model as you like. It allows for a lot of customization because it has the data needed to customize. For instance, it doesn't have Ben Grahams Net Net calculation but has all of your inputs to calculate it yourself.
Comps: They do a really good job with comps analysis. One weakness online version is that I prefer Mkt cap/EBITDA, EBIT etc vs. EV/EBITDA, EBIT and they don't show that. That's my preference.
Weakness: I haven't been able to find much of the ETF's information.

These are just a few of the things that come to mind. It can be as high level and detailed as you want.

Cheers,

Portnoy's Complaint

Almost Human

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