## Articles belonging to ‘Spreadsheet Corner’

### Calculating Mohanram’s G-Score Using SI Pro and Microsoft Excel

First Quarter 2014 by John Bajkowski
Quantifying a strategy focused on separating the winners from the losers in high price-to-book-value stocks.

### Excel 2013/Office 365 Home Premium

Fourth Quarter 2013 by Wayne A. Thorp
A look at the fundamental changes that have taken place with Office 2013 and some new features offered in Excel 2013.

### The Ulcer Index of the AAII Stock Screens

Third Quarter 2013 by Wayne A. Thorp
Calculating the downside risk of the stock screening methodologies tracked at AAII.com.

### Bond Duration & Convexity

Second Quarter 2013 by Wayne A. Thorp
Part three of our series on bond calculations takes maturity into account when measuring price sensitivity.

### Bond Prices, Returns and Volatility

First Quarter 2013 by Wayne A. Thorp
Part Two of our series on bond calculations focuses on Excel functions for measuring value and comparing bonds.

### Determining Bond Price Volatility

Fourth Quarter 2012 by Wayne A. Thorp
A template for calculating bond values and examining the effects of changing interest rates on a bond portfolio.

### Common Size Financial Statements

Third Quarter 2012 by Wayne A. Thorp
A template from AAII that uses balance sheet, income statement and cash flow statement data to make financial comparisons.

### Using Percent Rank in Excel

Second Quarter 2012 by CI Staff
How to use Excel to rank and score stocks on Carlson’s Advanced Big, Safe Dividend (BSD) screen.

### Deconstructing ROE: DuPont Analysis

First Quarter 2012 by Wayne A. Thorp
How to use two formulas created by DuPont to analyze a firm’s return on equity.

### Mean Variance Optimization: Multi-Asset Portfolio

Fourth Quarter 2011 by Wayne A. Thorp
Using the Solver function in Excel to test scenarios that minimize risk or maximize return in a multi-asset portfolio.

### Mean Variance Optimization

Third Quarter 2011 by Wayne A. Thorp
Setting up an Excel spreadsheet to optimize the risk-return makeup of a simple two-stock portfolio.

### Value Averaging Spreadsheet

Second Quarter 2011 by AAII Staff
A spreadsheet from AAII for setting up a value averaging program, which helps you smooth out share price ups and downs.

### A Simple Valuation Spreadsheet

First Quarter 2011 by AAII Staff
AAII’s valuation spreadsheet offers an easy-to-follow, systematic format for valuing a stock.

### Automating the Henning Technical-Momentum Trading System

Fourth Quarter 2010 by Wayne A. Thorp
Using a spreadsheet template to automatically collect the data needed for Henning’s technical approach.

### Using a Spreadsheet to Construct Moving Averages

Third Quarter 2010 by Wayne A. Thorp
A spreadsheet from AAII for calculating three types of moving averages and generating buy and sell signals from them.

### Using Excel Web Queries to Retrieve Data

Second Quarter 2010 by Wayne A. Thorp
A step-by-step guide to using Excel to import data from the Web into a spreadsheet for manipulation and analysis.

### Roth IRA Conversion

First Quarter 2010 by Wayne A. Thorp
A spreadsheet from AAII for calculating whether or not it is beneficial for you to convert your traditional IRA to a Roth IRA in 2010.