# Riskfolio-XL
**Riskfolio-Lib add-in for Microsoft Excel**
## Description
Riskfolio-XL is a Microsoft Excel add-in based on [PyXLL](https://www.pyxll.com/index.html) library, that allows users use the same features of Riskfolio-Lib in Excel through Riskfolio-XL spreadsheet functions. Its objective is to help non-programming users to build investment portfolios based on mathematically complex models with low effort and to support the maintenance and further development of Riskfolio-Lib.
## Installation
Riskfolio-XL is only available on Windows and it requires a valid installation of PyXLL package and PyXLL add-in. To install PyXLL and PyXLL add-in, you can find the PyXLL installation instructions in the following [link](https://www.pyxll.com/docs/userguide/installation/firsttime.html).
After installing the PyXLL package and PyXLL add-in, the latest stable release of Riskfolio-XL (and older versions) can be installed from PyPI:
pip install riskfolio-xl
After installing the Riskfolio-XL package you will have access to the __TRIAL COPY__ of Riskfolio-XL, this version is limited to work only with portfolios of 7 assets and risk factor models of 3 risk factors.
To access the __PURCHASED COPY__ of Riskfolio-XL, you need a valid license. To get a Riskfolio-XL license you have to purchase it paying a monthly or annual subscription:
<table border="1">
<tr>
<th style="width: 350px; text-align: center;">Monthly License</th>
<th style="width: 350px; text-align: center;">Annual License</th>
</tr>
<tr>
<th>
<div class="row">
<a href="https://www.paypal.com/ncp/payment/DLABCNSPX8LZL">
<img src="https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Monthly_Pay.png"></a>
</div></th>
<th>
<div class="row">
<a href="https://www.paypal.com/ncp/payment/KKZBWK6JK8ZDA">
<img src="https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Annual_Pay.png"></a>
</div></th>
</tr>
</table>
**After paying, you need to send us an email to** [orenji.eirl@gmail.com](orenji.eirl@gmail.com) **and you will receive your Riskfolio-XL license (within 24 hours) and a discount code to purchase the PyXLL package.**
Then, you have to add your Riskfolio-XL license to the pyxll.cfg file:
* First, click on About PyXLL button of Riskfolio-XL add-in as shown in the image below:
<div class="row">
<img src="https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Installation_1.png">
</div>
* Then, click on the config file link as shown in the image below:
<div class="row">
<img src="https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Installation_2.png">
</div>
* Finally, write your Riskfolio-XL license in the riskfolio_xl_key parameter as shown in the image below:
<div class="row">
<img src="https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Installation_3.png">
</div>
## Citing
If you use Riskfolio-Lib for published work, please use the following BibTeX entry:
```
@misc{riskfolioxl,
author = {Dany Cajas},
title = {Riskfolio-XL (0.1.1)},
year = {2024},
url = {https://riskfolio-lib.readthedocs.io/en/latest/excel.html},
}
```
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"author": "Dany Cajas",
"author_email": "dany.cajas.n@uni.pe",
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"description": "# Riskfolio-XL\r\n**Riskfolio-Lib add-in for Microsoft Excel**\r\n\r\n\r\n## Description\r\n\r\nRiskfolio-XL is a Microsoft Excel add-in based on [PyXLL](https://www.pyxll.com/index.html) library, that allows users use the same features of Riskfolio-Lib in Excel through Riskfolio-XL spreadsheet functions. Its objective is to help non-programming users to build investment portfolios based on mathematically complex models with low effort and to support the maintenance and further development of Riskfolio-Lib.\r\n\r\n## Installation\r\n\r\nRiskfolio-XL is only available on Windows and it requires a valid installation of PyXLL package and PyXLL add-in. To install PyXLL and PyXLL add-in, you can find the PyXLL installation instructions in the following [link](https://www.pyxll.com/docs/userguide/installation/firsttime.html).\r\n\r\nAfter installing the PyXLL package and PyXLL add-in, the latest stable release of Riskfolio-XL (and older versions) can be installed from PyPI:\r\n\r\n pip install riskfolio-xl\r\n\r\nAfter installing the Riskfolio-XL package you will have access to the __TRIAL COPY__ of Riskfolio-XL, this version is limited to work only with portfolios of 7 assets and risk factor models of 3 risk factors.\r\n\r\nTo access the __PURCHASED COPY__ of Riskfolio-XL, you need a valid license. To get a Riskfolio-XL license you have to purchase it paying a monthly or annual subscription:\r\n\r\n<table border=\"1\">\r\n <tr>\r\n <th style=\"width: 350px; text-align: center;\">Monthly License</th>\r\n <th style=\"width: 350px; text-align: center;\">Annual License</th>\r\n </tr>\r\n <tr>\r\n<th>\r\n<div class=\"row\">\r\n<a href=\"https://www.paypal.com/ncp/payment/DLABCNSPX8LZL\">\r\n<img src=\"https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Monthly_Pay.png\"></a>\r\n</div></th>\r\n<th>\r\n<div class=\"row\">\r\n<a href=\"https://www.paypal.com/ncp/payment/KKZBWK6JK8ZDA\">\r\n<img src=\"https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Annual_Pay.png\"></a>\r\n</div></th>\r\n </tr>\r\n</table>\r\n\r\n**After paying, you need to send us an email to** [orenji.eirl@gmail.com](orenji.eirl@gmail.com) **and you will receive your Riskfolio-XL license (within 24 hours) and a discount code to purchase the PyXLL package.**\r\n\r\nThen, you have to add your Riskfolio-XL license to the pyxll.cfg file:\r\n\r\n* First, click on About PyXLL button of Riskfolio-XL add-in as shown in the image below:\r\n\r\n<div class=\"row\">\r\n<img src=\"https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Installation_1.png\">\r\n</div>\r\n\r\n* Then, click on the config file link as shown in the image below:\r\n\r\n<div class=\"row\">\r\n<img src=\"https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Installation_2.png\">\r\n</div>\r\n\r\n* Finally, write your Riskfolio-XL license in the riskfolio_xl_key parameter as shown in the image below:\r\n\r\n<div class=\"row\">\r\n<img src=\"https://raw.githubusercontent.com/dcajasn/Riskfolio-Lib/master/docs/source/images/Images-XL/Installation_3.png\">\r\n</div>\r\n\r\n## Citing\r\n\r\nIf you use Riskfolio-Lib for published work, please use the following BibTeX entry:\r\n\r\n```\r\n@misc{riskfolioxl,\r\n author = {Dany Cajas},\r\n title = {Riskfolio-XL (0.1.1)},\r\n year = {2024},\r\n url = {https://riskfolio-lib.readthedocs.io/en/latest/excel.html},\r\n }\r\n```\r\n",
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