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Mathematica Link for Excel Example: Finance--Mathematica-Based Macros

Anton Rowe
Organization: Episoft, Inc.

Mathematica Link for Excel lets you easily process financial data and perform sophisticated analyses by using custom functions written in Mathematica. You can also use Mathematica-based macros to automatically calculate and visualize your data in Excel.

Here, Mathematica calculates an optimal portfolio composition, visualizes the efficient frontier, and displays the historical stock prices for the stocks selected. A Mathematica-based macro is stored in the Excel workbook, inside an Initialization code box. One click of the Mathematica Evaluate button runs the code and updates all Mathematica calculations.

*Wolfram Technology > Application Packages > Wolfram Research Applications > Mathematica Link for Excel
Related items

*Mathematica Link for Excel   [in Technical Notes]
*Mathematica Link for Excel Example: Engineering   [in Technical Notes]
*Mathematica Link for Excel Example: Finance--Custom Mathematica Functions   [in Technical Notes]
*Mathematica Link for Excel Example: Industry   [in Technical Notes]
*Mathematica Link for Excel Example: Management   [in Technical Notes]


Portfolio.xls (306.5 KB) - Microsoft Excel document