Riskfolio-XL

Riskfolio-Lib add-in for Microsoft Excel

Description

Riskfolio-XL is a Microsoft Excel add-in based on PyXLL library, that allows users use the same features of Riskfolio-Lib in Excel through Riskfolio-XL spreadsheet functions. Its objective is to help non-programming users to build investment portfolios based on mathematically complex models with low effort and to support the maintenance and further development of Riskfolio-Lib.

Installation

Riskfolio-XL is only available on Windows and it requires a valid installation of PyXLL package and PyXLL add-in. To install PyXLL and PyXLL add-in, you can find the PyXLL installation instructions in the following link.

After installing the PyXLL package and PyXLL add-in, the latest stable release of Riskfolio-XL (and older versions) can be installed from PyPI:

pip install riskfolio-xl

After installing the Riskfolio-XL package you will have access to the TRIAL COPY of Riskfolio-XL, this version is limited to work only with portfolios of 7 assets and risk factor models of 3 risk factors.

To access the PURCHASED COPY of Riskfolio-XL, you need a valid license. To get a Riskfolio-XL license you have to purchase it paying a monthly or annual subscription:

Monthly License	Annual License

After paying, you need to send us an email to orenji.eirl@gmail.com and you will receive your Riskfolio-XL license (within 24 hours) and a discount code to purchase the PyXLL package.

Then, you have to add your Riskfolio-XL license to the pyxll.cfg file:

• First, click on About PyXLL button of Riskfolio-XL add-in as shown in the image below:

• Then, click on the config file link as shown in the image below:

• Finally, write your Riskfolio-XL license in the riskfolio_xl_key parameter as shown in the image below:

Citing

If you use Riskfolio-Lib for published work, please use the following BibTeX entry:

@misc{riskfolioxl,
      author = {Dany Cajas},
      title = {Riskfolio-XL (0.1.1)},
      year  = {2024},
      url   = {https://riskfolio-lib.readthedocs.io/en/latest/excel.html},
      }