01 Try the finder
Find the ratio, copy the formula.
This is a working sample of the guide's ratio and formula reference. Search by name or filter by category, then copy a formula straight into a spreadsheet. The names in each formula stand for the cells that hold those figures.
A sample of 24 entries. The full guide covers more than 60 ratios with benchmark ranges for each.
02 What is inside
Built around the work, not the menus.
Most Excel guides are organized by feature. This one is organized by what a finance professional is trying to get done.
| Part | What it covers |
|---|---|
| Career tracks | Eight paths, each with the Excel skills that matter most for it: investment banking, equity research, private equity, wealth management, FP&A, corporate finance, consulting, and quant and risk |
| Financial ratios | More than 60 ratios in six categories, each with its Excel formula, how to read it, and a typical benchmark range |
| Formula library | 80 searchable formulas with one-click copy, plus a list of the ones used most recently |
| Formula builder | An interactive tool that assembles formulas step by step, including valuation formulas such as WACC, CAPM, and terminal value |
| Exercises | Eleven projects from beginner to advanced, including a comps table, a three-statement model, a budget versus actual report, and a Monte Carlo retirement simulation |
| Quiz and drills | 43 questions with explained answers, and a timed keyboard shortcut drill with scoring |
| Portfolio and risk | Performance attribution, the efficient frontier, risk budgeting, drawdown analysis, correlation matrices, stress testing, and value at risk |
| Glossary | 80 finance terms from A to Z |
03 How it was made
One file, no installation.
The guide is a single HTML file with its own search, quiz, and drill engines written in JavaScript. It opens in any browser, works offline, and needs nothing installed, which makes it easy to share with classmates and colleagues.
Decisions Along the Way
- Removed the progress tracker. It looked good and slowed people down. A reference should get you to the answer and out of the way.
- Icons instead of emoji, and one consistent type system, so it reads like a professional tool.
- Fixed a blur bug on phones that made the section menu unreadable, caused by a visual effect on the sidebar.
- Every ratio carries a benchmark, because a number means little without something to compare it to.
Why I built it. Writing a formula down with its meaning and a benchmark is how I learned it properly. The guide is that habit, organized so someone else can use it.