How to create Value at Risk template in Excel?

Before investing such as buying shares or bonds, we’d better assess the value at risk cautiously. Apart from professional assessment tools, we can calculate the value at risk by formulas in Excel easily. In this article, I will take an example to calculate the value at risk in Excel, and then save the workbook as an Excel template.

Create a Value at Risk table and save as template

Create a Value at Risk table and only save this table (selection) as a mini template

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Calculate the value at risk in a workbook, and save it as an Excel template

Let’s say you are going to invest \$100 dollars, and the average return per day is 0.152. Now please follow the tutorial to calculate how much your will lose potentially.

Step 1: Create a blank workbook, and enter row headers from A1:A13 as the following screen shot shown. And then enter your original data into this simple table.

Step 2: Now calculate the value at risk step by step:

(1) Calculate the min return with 99% of Confidence lever: In Cell B8 enter =NORM.INV(1-B6,B4,B5) in Excel 2010 and 2013 (or =NORMINV(1-B6,B4,B5) in Excel 2007), and press the Enter key;

(2) Calculate the total value of portfolio: in Cell B9 enter =B3*(B8+1), and press the Enter key;

(3) Calculate the value at risk of every day: in Cell B10 enter =B3-B9, and press the Enter key;

(4) Calculate the total value at risk of one month: in Cell B13 enter =B10*SQRT(B12), and press the Enter key.

So far we have figured out the values at risk of every day and every month. To make the table friendly readable, we go ahead to format the table with following steps.

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Step 3: Select the Range A1:B1, and merge them with clicking Home > Merge & Center button > Merge Cells.

Then merge Range A2:B2, Range A7:B7, Range A11:B11 successively with the same way.

Step 4: Hold the Ctrl key, and select the Range A1:B1, Range A2:B2, Range A7:B7, and Range A11:B11. Then add highlight color for these ranges with clicking the Home > Fill Color, and specify a color from the drop down list.

Step 5: Save current workbook as an Excel template:

1. In Excel 2013, click the File > Save > Computer > Browse;
2. In Excel 2007 and 2010, click the File/Office button > Save.

Step 6: In the coming Save As dialog box, enter a name for this workbook in the File name box, and click the Save as type box and select Excel Template (*.xltx) from drop down list, at last click the Save button.

Save range as mini template (AutoText entry, remaining cell formats and formulas) for reusing in future

Normally Microsoft Excel saves the whole workbook as a personal template. But, sometimes you may just need to reuse a certain selection frequently. Comparing to save the entire workbook as template, Kutools for Excel provides a cute workaround of AutoText utility to save the selected range as an AutoText entry, which can remain the cell formats and formulas in the range. And then you can reuse this range with just one click.

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