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Import / Export

You can import/export Microsoft Excel 97 and higher files, text files, and Spread files. This allows you to view or load your data in your favorite desktop application or, for example, you could create and load company templates on the fly.

The following example is loading a Microsoft Excel 2000 .xls workbook. Note that both tabs in the worksheet contain data.

 ABCDEFG
1
Risk-free rate
 
6.0%
 
Market variance
 
3.0%
2
Market rate
 
15.0%
 
Maximum weight
 
100.0%
3
 
 
 
 
 
 
 
4
 
Beta
ResVar
 
Weight
*Beta
*Var.
5
Stock A
0.80
0.04
 
20.0%
0.160
0.002
6
Stock B
1.00
0.20
 
20.0%
0.200
0.008
7
Stock C
1.80
0.12
 
20.0%
0.360
0.005
8
Stock D
2.20
0.40
 
20.0%
0.440
0.016
9
T-bills
0.00
0.00
 
20.0%
0.000
0.000
10
 
 
 
 
 
 
 
11
Total
 
 
 
100.0%
1.160
0.030
12
 
 
 
 
Return
 
Variance
13
 
 
Portfolio Totals:  
 
16.4%
 
7.1%
14
 
 
 
 
 
 
 
15
 
 
 
 
 
 
 
16
 
 
 
 
 
 
 
17
 
 
 
 
 
 
 
18
 
 
 
v
 
 
 
 Sheet2  Sheet3