This is an Investment Spreadsheet "bible" that was created while preparing for the CFA® level 3 exam.


It contains various theories and calculators to assist with portfolio management.


I am also including a link to download the document so that you play with the functionality of it on your own.


Please be advised, there could be mistakes in the formulas! Some may not have been built robust enough due to limitations in my Excel knowledge or other constraints.



Link to Bible


Link to download