What is InvestmentCode?

InvestmentCode is a comprehensive suite of investment calculators and modeling templates developed by ConnectCode. It significantly improves the productivity of investors and analysts on the different aspects of financial modeling. Equipped with over 100 financial templates in over 30 categories of finance, it certainly helps to reduce the effort in managing investments, calculating cash flows, optimizing portfolio, valuing bonds and equities, analyzing financial statements and performing forecast quickly and easily.

Brochure - Download Trial - Purchase - License

Price : From $69

Limited Time Special Offer !!!
Click on the purchase page for the special discount!

Sample Spreadsheets Documentation

Assets Correlations - Company Financial Plan - Jensen Alpha - Options Valuation
Departmental Budgeting - Capital Budgeting - Bond Duration and Convexity
Stock Beta - Free Cash Flow to Firm - Portfolio Optimization

Benefits of using InvestmentCode

Industry Proven
The models and templates are developed by an industry proven team that focuses on accuracy and quality. The templates are tested vigorously and have received positive feedbacks from the industry.
Ease of Use
All financial models are ready to be used out of the box. Want to optimize a portfolio? With a single click, regression of historical stock prices and plotting of the optimal portfolio curve are carried out automatically. Want to calculate the Stock Beta? Simply key in the Stock Quotes and it is done! Capital Budgeting? Key in the estimates of the cash flow, the models will help you make comparisons of the cash flow before and after a project investment, forecast for the worst and best case scenario. Need to come up with a Pro Forma Financial Statement for Corporate Financial Planning and Forecasting? Key in the estimates of the cash flow, the models will analyze historical data, derive the Common Size statement, calculate forecast figures and perform financial ratio analysis.

Comprehensive Documentation
When is the last time that you have lost sleep to figure out what some of the existing models are doing. This will not happen with InvestmentCode. We provide comprehensive documentation on the different parts of the model. Even our Visual Basic Applications modules are comprehensively documented.

Ease of Customization
Our models are designed with optimal customization in mind. The model formulas can be easily copied and pasted to other parts of the spreadsheet. The VBA modules are developed in an easy to understand and straight forward manner. This allows you to make changes to the model quickly and easily.

Components Reuse Approach
All the templates are developed with emphasis on reusability. With reusability, productivity can be improved by combining several templates together in an integrated manner to form the basis of a new financial model. As the individual templates have been tested vigorously, reusing them also leads to less errors and mistakes in the models.

Open Source Models
All source code and formulas will be provided. We do not hide anything from you. This is important for any institution audits and verification.

List of Models Supported

  • Accounting
    • Modified Accelerated Cost Recovery System (MACRS Depreciation) tables
    • Income Statement
    • Balance Sheet
    • Cash Flow
  • Assets Correlation
    • Correlation Matrix
  • Bonds Valuation
    • Yield to Maturity
    • Price Valuation
    • Duration
    • Convexity
  • Capital Budgeting
    • Project Investment
    • Before and After Project Comparisons
    • Base Case, Worst Case and Best Case
  • Corporate Financial Planning
    • Pro Forma Statements
    • Common Size Statements
    • Financial Forecasting
    • Financial Ratio Analysis
  • Company Financial Plan
    • 3 Years
    • 5 Years
    • Valuation
  • Cost of Capital
    • Cost of Equity
    • Cost of Debt
    • Weighted Average Cost of Capital
  • Departmental Budgeting
    • Budget
    • Actual
    • Variance
    • Allocate Overhead Expenses
  • Equities
    • Gordon's Dividend Growth Model
    • Free Cash Flow to Firm (Share Price Valuation)
    • Free Cash Flow to Equity
    • Enterprise Terminal Value
  • Funds Management
    • Sharpe Ratio
    • Treynor Performance Index
    • Jensen Alpha
  • Inflation
    • Consumer Price Index
    • Monthly Inflation
    • Yearly Inflation
  • Internal Rate of Return
  • International Fisher Effect
    • Purchasing Power Parity
    • Interest Rate Parity
  • Loan Amortization
    • Annual/Semi-Annual Payments
    • Quarterly Payments
    • Bi-Monthly Payments
    • Monthly Payments
    • Weekly Payments
  • Net Advantage To Leasing
    • Lease or Buy
  • Net Present Value
  • Options Valuation
    • Put Call Parity
    • Binomial Option Pricing
    • Black Scholes
  • Portfolio
    • Portfolio Risk and Beta
    • Risk Reward Trade Off Line
    • Efficient Frontier
    • Tangency Portfolio
    • Portfolio Optimization
  • Returns and Yield
    • Money Weighted Rate of Return
    • Time Weighted Rate of Return
    • Holding Period Return
    • Bank Discount Yield
  • Stock Beta
  • Unlevered Beta
  • Stock Quotes
    • Download stock quotes from Yahoo Finance
  • Time Value of Money
    • Present Value
    • Future Value
    • Money Market Yield

Priority Technical Support, Free upgrades for a year

ConnectCode provides excellent priority email support to our registered customers. Customers are also entitled to a one year free upgrade of the software.

Download InvestmentCode Trial

System Requirements

  • Microsoft® Windows 7, Windows 8 or Windows 10
  • Windows Server 2003, 2008, 2012 or 2016
  • 512 MB RAM
  • 5 MB of Hard Disk space
  • Excel 2007, 2010, 2013 or 2016 (Zip Format - 5532 KB)

Back to Excel Templates and Add-In