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NOTE: The "# of Downloads" column below reflects the number of times a particular download has been accessed in the past 3 months.
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File Name Date Added System # of Downloads
Historical Market Data (1940+)
Historical market data for the S&P 400, 500 and 600 indexes.
File Size: 2 MB
05/31/12    62 

Henning Spreadsheet
Henning Spreadsheet
File Size: 242 kb
09/20/10    20 

Simple Valuation Spreadsheet
Simple Valuation Spreadsheet
File Size: 41kb
12/15/10    104 

Value Averaging Spreadsheet

File Size: 65 kb
03/15/11    297 

Buffett Valuation Spreadsheet (Mac)
Stock price valuation template.
File Size: 28.7K
08/10/00  Mac  40 

Portfolio Management (Mac)
Portfolio management spreadsheet.
File Size: 27.4K
08/10/00  Mac  42 

HowLong (Mac)
Compute the life of your retirement savings.
File Size: 40.8K
08/10/00  Mac  18 

The Black and Scholes Spreadsheet (Windows)
Evaluate stock options using the Black and Scholes dividend-adjusted model.
File Size: 0.03M
08/25/98  PC  12 

Loan Amortization Schedule (Windows)
Loan amortization schedule to calculate and track loan payments.
File Size: 0.05M
03/01/00  PC  21 

Roth IRA Analysis
Roth IRA analysis
File Size: 0.09M
05/22/98  PC  16 

HowLong (Windows)
Compute the life of your retirement savings.
File Size: 0.05M
07/02/99  PC  20 

"What If" Analysis (Windows)
Question assumptions made within certain valuation models.
File Size: 0.04M
03/01/00  PC  23 

Portfolio Diversification Spreadsheet
Portfolio Diversification Spreadsheet in Word 2000 format
File Size: 99.5K
05/07/01  PC  133 

Value Averaging Spreadsheet (Windows)
Develop a periodic investing strategy.
File Size: 39.0K
07/18/01  PC  41 

Value Averaging Spreadsheet (Mac)
Develop a periodic investing strategy.
File Size: 145K
07/18/01  PC  29 

XLQ
Access historical, live and intraday stock data for use in over 300 formulas. Includes an Excel interface for AAII’s Stock Investor Pro.
File Size: 4.3MB
01/01/10  PC  99 

OptionEdge
OptionEdge analyzes options trades using the Black-Scholes model
File Size: 4.5M
01/07/08  PC  23 

Dream Calculator
Optimize your investment portfolio.
File Size: 5.33 MB
08/11/05  PC  54 

Buffett Valuation Spreadsheet (Windows)
Stock price valuation template.
File Size: 0.65M
01/01/10  PC   416 

DuPont Analysis (Windows)
Perform DuPont analysis.
File Size: 0.26M
03/01/00  PC   31 

Growth Stock Spreadsheet (Windows)
Price fair value of growth stocks.
File Size: 0.26M
03/01/00  PC   78 

Option Pricing Model (Windows)
Calculate option prices.
File Size: 0.05M
03/01/00  PC   20 

Better Stock Analysis (Windows)
Stock evaluation spreadsheet.
File Size: 0.26M
03/01/00  PC   57 

Valuation 1 Spreadsheet (Windows)
Determine stock values.
File Size: 0.04M
03/01/00  PC   27 

Valuation 2 Spreadsheet (Windows)
Determine stock values.
File Size: 0.06M
03/01/00  PC   30 

Bond Internal Rate of Return (Windows)
Determine the yield on fixed income instruments.
File Size: 0.31M
03/01/00  PC   14 

Bond Portfolio (Windows)
Bond portfolio management and evaluation.
File Size: 0.42M
03/01/00  PC   23 

Examining Spending Habits (Windows)
Create a budget.
File Size: 0.54M
03/01/00  PC   40 

Dow Jones Industrial Average (Windows)
Dow Jones Industrial Average data from 1928 to 1998.
File Size: 0.48M
03/01/00  PC   13 

Testing Valuation Models (Windows)
Stock valuation spreadsheet.
File Size: 0.06M
03/01/00  PC   60 

Mortgage Evaluator (Windows)
Mortgage loan analysis spreadsheet.
File Size: 0.02M
03/01/00  PC   30 

Constructing Moving Averages (Windows)
Technical analysis spreadsheet.
File Size: 0.05M
03/01/00  PC   22 

Portfolio Management (Windows)
Portfolio management spreadsheet.
File Size: 0.05M
03/01/00  PC   99 

Yield to Maturity (Windows)
Bond analysis spreadsheet designed for calculating a bond's yield to maturity.
File Size: 0.03M
03/01/00  PC   14 

Portfolio Optimization Model
The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk.
File Size: 0.11M
05/05/06  PC   47 

Trailing Stop Alerts
Calculating Trailing Stop Losses
File Size: 77KB
07/28/03  PC or MAC  21 

Retirement Planning
Use this spreadsheet to set goals and plan for retirement
File Size: 0.08M
08/05/96  PC or Mac  316 

Document Locations
Plan your estate
File Size: 0.03M
01/14/97  PC or Mac  57 

Stock Valuation
Stock price valuation template.
File Size: 0.02M
07/15/96  PC or Mac  40 

Computerized Investing Retirement Spending
Plan for retirement
File Size: 0.01M
09/21/95  PC or Mac  228 

Retirement Calculator
Where do you stand in your retirement planning?
File Size: 0.02M
12/10/96  PC or Mac  58 

The 1997 Shadow Stocks
View the 1997 AAII Shadow Stocks
File Size: 0.72M
02/05/99  PC or Mac  59 

Daily Haurlan Workbook
Perform technical analysis on the S&P 500.
File Size: 0.03M
03/01/00  PC or Mac  29 

Ratio Analysis

File Size: 37kb
08/27/12  PC or Mac  128