Windham Portfolio Advisor
  • Windham Portfolio Advisor Support
  • Installation
    • Installing the Windham Portfolio Advisor
    • Installation Prerequisites
    • Installation FAQ
      • License Key Management
  • Time Series
  • Managing Custom Time Series
  • Custom Time Series Excel Add-in
  • Custom Time Series Utility
  • Updating the Windham Time Series Database
  • Mixing Data Periodicities within a Case File
  • Hedged and Unhedged Time Series
  • Overlays
  • Expected Risk
    • Annualizing Volatility and Return
    • Correlation
    • Covariance
    • Exponential Risk
    • Quiet and Turbulent Risk
    • Series Filter
    • Views (Risk and Correlation)
  • Expected Returns
    • Historical Returns
    • Equilibrium Returns
    • Implied Returns
    • Black-Litterman
    • Blend
    • Estimating Future Value: Arithmetic or Geometric
  • Optimization
    • Multi-goal Optimization
    • Transaction Costs and Turnover Controls
    • Risk Aversion
    • Full-Scale Optimization
  • Simulation
    • Simulation Methods
  • Exposure to Loss
    • Value at Risk
    • Probability of Loss
  • Risk Budgets
    • Risk Budgets
    • Value at Risk Sensitivities
  • Factor Analysis
    • Windham Factors
    • Factor Analysis
  • Cash Flow Analysis
    • Cash Flow Rules
    • Distribution of Wealth
    • Target Wealth Probability
  • Miscellaneous
    • Effective Tax Rates
    • Shadow Assets, Shadow Liabilities, and Illiquidity
    • Asset-liability Optimization
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Custom Time Series Excel Add-in

The Windham Software ships with an Excel Add-in that can be used to upload custom data to the software. This add-in requires a working copy of Microsoft Excel 2003 or later on your machine.

Installation for Excel 2007

  1. Locate the following file:

  2. Open Microsoft Excel 2007.

  3. Select Excel Options from the Office Button in the upper left corner of the screen.

  4. Select the Add-ins option.

  5. After selecting “Add-ins,” hit “Go.”

  6. Browse for and select: C:\Program Files\Windham Capital Management, LLC\WPA 3.0\WPA 30 Upload Data.xlam

  7. Affirm any subsequent prompts related installing this add-in

  8. Once the add-in is installed, you should see a “Windham” item in Excel’s Add-ins menu bar.

Installation for Excel 2010 or later

  1. Open Microsoft Excel 2010 or later

  2. Select File from the Ribbon in the upper left corner of the screen.

  3. Select Options

  4. After selecting “Add-ins,” hit “Go.”

  5. Browse for and select: C:\Program Files\Windham Capital Management, LLC\WPA 3.0\WPA 30 Upload Data.xlam

  6. Affirm any subsequent prompts related installing this add-in

  7. Once the add-in is installed, you should see a “Windham” item in Excel’s “Add-ins” menu bar.

Once installed, use the “Load time series” menu item in Excel to create a new custom database. You may also refer to the built-in help menu item for an example on how to proceed with the process.

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Last updated 4 years ago