Metadata-Version: 2.1
Name: Riskfolio-XL
Version: 0.1.0
Summary: Riskfolio-Lib add-in for Microsoft Excel
Home-page: https://riskfolio-lib.readthedocs.io/en/latest/excel.html
Download-URL: https://pypi.org/project/Riskfolio-XL/
Author: Dany Cajas
Author-email: dany.cajas.n@uni.pe
Maintainer: Dany Cajas
Maintainer-email: dany.cajas.n@uni.pe
License: Other/Proprietary License (Other/Proprietary License)
Keywords: finance,portfolio,optimization,quant,asset,allocation,investing
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: Intended Audience :: Science/Research
Classifier: Programming Language :: Python :: 3.9
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Topic :: Office/Business :: Financial :: Investment
Classifier: Topic :: Office/Business :: Financial
Classifier: Topic :: Scientific/Engineering :: Mathematics
Classifier: Operating System :: Microsoft
Requires-Python: >=3.9
Description-Content-Type: text/markdown; charset=UTF-8; variant=GFM
License-File: LICENSE.txt
Requires-Dist: numpy>=1.24.0
Requires-Dist: scipy>=1.10.0
Requires-Dist: pandas>=2.0.0
Requires-Dist: matplotlib>=3.8.0
Requires-Dist: clarabel>=0.6.0
Requires-Dist: cvxpy>=1.5.2
Requires-Dist: scikit-learn>=1.3.0
Requires-Dist: statsmodels>=0.13.5
Requires-Dist: arch>=7.0
Requires-Dist: xlsxwriter>=3.1.2
Requires-Dist: networkx>=3.0
Requires-Dist: astropy>=5.1
Requires-Dist: pybind11>=2.10.1
Requires-Dist: yfinance>=0.2.43
Requires-Dist: pyxll>=5.9.1
Requires-Dist: requests>=2.31.0
Requires-Dist: cryptography>=43.0.1
Requires-Dist: pyopenssl>=24.2.1
Requires-Dist: py-machineid>=0.6.0
Requires-Dist: riskfolio-lib>=6.3.1
Requires-Dist: cython>=3.0.11

# 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 (0.1.0)},
      year  = {2024},
      url   = {https://riskfolio-lib.readthedocs.io/en/latest/excel.html},
      }
```
