Templates by Domenico Cristarella

A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…

CALCULATE THE AMORTIZATION SCHEDULE OF A MORTGAGE OR CONSUMER LOAN, EITHER AT FIXED OR VARIABLE INTEREST RATE OR BOTH (most online…

This tool calculates return of an investment denominated in any currency, split between Realized and Unrealized and further dissected into…

FULLY FLEDGED ACCOUNTING AND FINANCIAL MANAGEMENT PACKAGE FOR PRIVATE INVESTORS, SMALL FINANCIAL SERVICE BUSINESSES AND PROFESSIONALS A comprehensive tool to…

CALCULATE DEPRECIATION OF AN ASSET USING 4 OF THE MOST POPULAR DEPRECIATION METHODS. Fully editable version available. This excel tool will calculate the…

THE MODEL CALCULATES MONTHLY AMORTIZATION FOR PREPAID EXPENSES AND/OR UNEARNED INCOME, GENERATING RELEVANT ACCOUNTING ENTRIES. Prepaid expenses represent expenditures that have been…

ASSET ALLOCATION MODEL WITH REALISTIC PROJECTIONS OF FINANCIAL SITUATION AT RETIREMENT AND CALCULATION OF RESOURCES NEEDED FROM THEN ON. Supporting…

The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…

CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…

Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…

This enhanced and updated version of the model includes two calculators: year-on-year inflation calculator flat rate inflation calculator The first…

THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…

CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY CURRENCY, broken-down by trading gains (realized & unrealized), foreign exchange gains (realized…

Designed to support medium term investors who hold onto positions for days, weeks or even months. Best suited for investors…

This simple model makes it easy to determine how to best structure your asset portfolio, allowing effective risk and volatility…

ESTIMATES THE EVOLUTION OF YOUR INVESTABLE ASSETS UNTIL RETIREMENT AND THROUGHOUT YOUR LIFESPAN. CALCULATES YOUR LEGACY NET WORTH, INCLUDING FUTURE…