Value, project and manage your portfolio in one place

What is Vicenda?

Vicenda is portfolio management and valuation software built on Excel. It installs on your computer and uses Excel as its working environment.

From the manager you can create as many portfolios as you need, each in its own separate file: your long-term portfolio, your dividend portfolio, your partner's. Each with its own currencies, brokers and models.

It keeps full accounting for every portfolio (transactions, multi-currency and multi-broker FIFO, TWR and MWR returns, corporate actions, profit and loss, historical performance) and integrates your own valuation models to project its future value and compare opportunities.

Your models and your portfolio, in separate worlds

Your valuation models live in Excel (DCFs, multiples, unit economics) on one side. Your portfolio, on the other. And in between, unanswered questions:

→ What will your portfolio be worth in 3 years if your theses play out?
→ Which of the companies you've analyzed has the most upside right now?

Vicenda connects those two worlds: it integrates your models exactly as they are and gives you the full picture: your portfolio's past, present and projected future.

The problem it solves

Key features

Value projections

Visualize your portfolio's projected future value across different scenarios

Upside dashboard

Compare the upside of all the assets you've analyzed in a single dashboard and spot the best opportunities.

Track your portfolio and analyze its historical performance. The Vicenda API covers more than 100,000 assets across 49 markets in 29 countries. Any security outside this coverage can be added with your own price data.

Integrate your models

Integrate up to 200 of your own valuation models and connect them to your portfolio with a single click.

Tracking and performance

• Historical snapshot
  
  View your portfolio as of any past date

• Advanced trade simulation
  

  Simulate closing trades with different inputs and analyze the results before doing it for real.

Additional features

• Full results analysis
  

  Break down your gains and losses, dividends, premiums and expenses, filtered by asset and period, to see exactly what happened.

• Multi-currency account support
  

  Manage assets and trades in different currencies separately, with a clear structure to keep track of your exposure and balances.

• Personal development library
  
  Build your own repository of templates and functions, and let the software grow with you to complete any analysis you need.

• Use Excel's price data or your preferred source
  
  Easily plug any price or range of historical prices into the program's internal logic. Whether you prefer your own source or the security falls outside the Vicenda API's coverage, it works like any other asset in the portfolio.

• Net worth aggregator
  
  Not just your investments. Place your accounts, your business or any other Excel sheet alongside your portfolios, and Vicenda adds it to the total.

• Programmatic access with the .xlam add-in
  
  Interact with the program through code via the .xlam add-in to automate and extend whatever you need.

Extensibility
Add your own sheets, functions and automations within the same environment.

AI and add-ins
Use Claude, ChatGPT or any AI directly inside Excel. Extend the software's capabilities with any compatible add-in.

Privacy
Your data never leaves your computer. Your portfolio and your models live only in your Excel workbooks, and only you have them.

The tool you already master
Your models stay yours, exactly as they are, with nothing to change. No new app to learn.

Excel as a platform

Inside Vicenda

Start using Vicenda today

Download a fully functional trial, preloaded with a sample portfolio, for 15 days. Explore every feature from the very first minute, without entering any of your own data. Then €9.98/month (VAT included). No commitment.

Contact

We're here to help

Email

soporte@vicenda.site

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