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This file is a model to be used for calculating value-at-risk (VaR) by using historical data from your portfolio investments to assess the impact of market moves on it.
With this model you can see the daily Value at Risk for your asset or your portfolio by following the easy instructions on this template.
Historical simulation uses real data, it can capture unexpected events (extreme profit or losses) and correlations that would not necessarily be predicted by a theoretical model.
The VaR for your portfolio is then compared with the current Value at Risk of the SP500. This model has been completely created in Google Sheets with the Google Finance modules. Once receive the link you can directly create a copy of this file for your personal use.
The information in this article and in the related file is for general information purposes only. Nothing in this article or in the related file should be taken as legal advice or financial advice for any individual case or situation. This information is not intended to give financial instructions or investing advice and is provided "as it is" for your personal understanding of how the Value at Risk works.
I am extremely impressed with the accuracy and ease of use of this template. It has helped me make informed decisions with real data.
Sophia Davis
I highly recommend this template for its accuracy and ease of use. It provided me with valuable insights using real data in less than 30 minutes.
Matthew Walker
Useful template for accurate risk management. It's user-friendly and the real data provides valuable insights
Elizabeth Martin
The template provided accurate results based on real data. Best of all
Samuel Lee