Sector Rotation Analysis Excel Template

Track market sector performance with momentum indicators, relative strength analysis, and automated rebalancing recommendations for tactical asset allocation strategies.

Try Template View All Templates

	A	B	C	D	E	F
1	Sector	Relative Strength	Momentum Score	Cycle Phase	Recommendation	Status
2	Tech	1.25	85	Expansion	Overweight	Active
3	Healthcare	1.08	72	Expansion	Neutral	Active
4	Financials	0.95	58	Peak	Underweight	Active
5	Energy	0.82	45	Contraction	Reduce	Active
6	Consumer	1.03	65	Expansion	Neutral	Review
7	Industrials	0.91	52	Peak	Hold	Pending

Sector Rotation Analysis template

Made with:

Sourcetable

Create a Sector Rotation Analysis template

Master sector rotation strategies with our comprehensive Excel template designed for tactical asset allocation. This professional-grade tool tracks sector momentum, calculates relative strength indicators, and provides automated rebalancing recommendations to help you capitalize on market rotation cycles.

Everything you need to implement effective sector rotation strategies in one comprehensive template.

Momentum Tracking

Advanced momentum indicators including RSI, MACD, and custom momentum scores to identify sector strength trends and rotation opportunities.

Relative Strength Analysis

Compare sector performance against market benchmarks with automated relative strength calculations and ranking systems.

ETF Performance Dashboard

Track sector ETF performance with real-time data integration, historical comparisons, and visual performance rankings.

Allocation Recommendations

Automated tactical allocation suggestions based on momentum signals, relative strength, and customizable risk parameters.

Risk Management Tools

Built-in position sizing, correlation analysis, and drawdown tracking to manage portfolio risk during sector rotations.

Rebalancing Alerts

Automated alerts and recommendations for portfolio rebalancing based on sector momentum shifts and allocation targets.

See how finance professionals use sector rotation analysis to enhance portfolio performance.

Try for free

Our sector rotation template goes beyond basic performance tracking to provide institutional-grade analysis tools. The momentum indicator system combines multiple technical signals to identify sector strength and weakness patterns.

The relative strength analysis framework compares each sector's performance against the broader market using rolling correlation analysis and beta-adjusted returns. This helps identify sectors that are genuinely outperforming versus those simply benefiting from market-wide momentum.

ETF-Based Implementation Strategy

The template is specifically designed for ETF-based sector rotation strategies, providing ticker mapping for major sector ETFs and automated performance calculations. You can easily switch between different ETF providers or create custom sector baskets.

Risk management features include position sizing based on volatility, correlation analysis to avoid over-concentration, and drawdown tracking to monitor strategy performance during market stress periods.

What sector ETFs does the template support?

The template supports all major sector ETFs including technology, healthcare, financials, energy, utilities, consumer discretionary, consumer staples, industrials, materials, and real estate. You can easily customize the ETF list for your preferred providers.

How often should I update the sector rotation analysis?

For optimal results, update the analysis weekly or bi-weekly. The momentum indicators work best with consistent data updates, and most tactical allocation strategies benefit from regular monitoring rather than daily trading.

Can I backtest sector rotation strategies with this template?

Yes, the template includes backtesting capabilities with historical performance analysis. You can test different momentum parameters, allocation rules, and rebalancing frequencies to optimize your strategy.

What data sources work with the template?

The template accepts data from various sources including Yahoo Finance, Bloomberg, and manual entry. Sourcetable's data integration capabilities make it easy to connect live data feeds for real-time analysis.

How does the risk management system work?

The risk management system includes position sizing based on volatility, correlation analysis to prevent over-concentration, stop-loss recommendations, and drawdown tracking. All parameters are customizable based on your risk tolerance.

Is the template suitable for different portfolio sizes?

Absolutely. The template scales from individual portfolios to institutional funds. Position sizing and allocation recommendations adjust automatically based on your portfolio size and risk parameters.

Enhance Your Investment Analysis

Connect your most-used data sources and tools to Sourcetable for seamless analysis.

Frequently Asked Questions

If your question is not covered here, you can contact our team.

How do I analyze data?

To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.

What data sources are supported?

We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data and most plain text data.

What data science tools are available?

Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.

Can I analyze spreadsheets with multiple tabs?

Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.

Can I generate data visualizations?

Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.

What is the maximum file size?

Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.

Is this free?

Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.

Is there a discount for students, professors, or teachers?

Students and faculty receive a 50% discount on the Pro and Max plans. Email support@sourcetable.com to get your discount.

Is Sourcetable programmable?

Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write Python code for you.