A1
fx
AdvisorXLS
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COMING SOON
B4:F9 - Merged

The first Excel‑native investment platform built for advisors.

Your whole practice, inside the spreadsheet you already use every day.

Join the waitlist See the platform
// nothing to migrate. nothing to relearn.
AdvisorXLS inside Excel - the advisor toolbar, a live model grid, and the AdvisorXLS models sidebar
=LIVE(strategist_models,"1Y")1-yr return
BX 10-10-10+21.6% BX Alpha Seeker+28.7% BX Defensive+18.9% BX Dividend Growth Titans+15.7% BX Adapt US Risk Hedge+27.1% BX Core 60/40+16.4% BX AC World ex-US+12.5% BX ARAM Plus Alpha FI+5.1%
=YEARS_SINCE(2018)
0
years of market-data infrastructure
=COUNT(models)
0
strategist models, live track records
=SUM(api_calls)/mo
0M+
market-data calls served monthly
=FUNCTIONS()
0+
Excel functions shipped
SHEET 2 - THE MARKETPLACE
B18

181 models.
Receipts included.

Every strategist model carries a since-inception track record - not a marketing backtest. Blend models, publish your own, subscribe in one click.

19✓Since-inception performance, version history on every model
20✓Blend multiple models with component-level frequency
21✓Any model exports to a live Excel sheet
Model marketplace
// Object: marketplace - BX LLC, 181 models, 1Y returns
SHEET 3 - THE ENGINE
B26

Reconciles to the pennyCell comment - Ankur: net residual on every alignment plan is $0.00 before the approve button lights up. We are not flexible on this..

Never-sell rules, cash floors, position locks, whole-vs-fractional share logic. Unpriced securities are auto-excluded and flagged in plain English. The plan balances to zero before you approve it.

27✓Account-level rules honored on every run
28✓Every buy and sell shown before anything moves
29✓Trades execute at your broker - never on our books
Rebalance alignment plan
// Object: alignment plan - Schwab IRA to BX 10-10-10
SHEET 4 - THE ACCOUNTS
B34

Every account, backtested.

Import from Schwab or connect live. Transaction-level reconstruction turned one client's 46 historical rebalances into 46 replayable versions - Return +20.2%, CAGR +20.21%, Sharpe 1.90, Max DD −6.27%.

35✓Households, prospects, and firm rosters
36✓Backtest per account: CAGR, Sharpe, Sortino, drawdown
37✓Static or live-updating Excel exports
Portfolio backtest
// Object: connected account - 46 versions since 2021
SHEET 5 - THE PROOF
B42

The gap, shown.

Every model charts against its benchmark and its provider's own index - including the difference. When a strategist trails ACWX by 33%, your client sees it before they're in it, not after.

43✓Model vs. benchmark vs. provider index, one chart
44✓Efficient-frontier fact sheets as branded PDFs
45✓Losses shown as losses - a drawdown is data, not shame
Benchmark comparison
// Object: model vs ACWX vs provider index - Δ −33.85%
=FIDUCIARY_CHECKS() → ALL TRUE

Serious about the boring parts.

#
Approval
Custody
Portability
51

✓You approve every trade

The engine proposes; you sign off. No order reaches a custodian until you say go.

✓Assets stay at your custodian

AdvisorXLS never holds client assets. They remain exactly where they are.

✓Export everything, always

Models, plans, reports - everything exports to files you own, from day one.

52

✓Track records you can verify

Performance computed from holdings and rebalance history. Inspect the trades.

✓Encrypted in transit

TLS everywhere, licensed market data, 8 years of production uptime behind it.

✓Losses shown as losses

Drawdowns and index gaps displayed, not buried. Compliance will notice.

B58:F62 - Merged · Fill: Brand Blue

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// batched onboarding. no spam.