Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

"Return on investment" is a financial calculation used to gauge how well the money you invest earns you even more money. To calculate ROI you divide the earnings you made from an investment by the ...

If you are using Microsoft Excel to manage numerical data, at some point you're inevitably going to display percentages. Doing so can give you a new insight, or make summarizing heaps of data a bit ...

Successful investing requires the ability to distinguish long-term trends from the short-term noise that moves stock prices on a minute-to-minute basis. One way to tune out the random oscillations and ...

When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...

How to calculate conditional running totals in an Excel revenue sheet Your email has been sent Adding a running total to a simple Microsoft Excel revenue sheet isn't difficult, but adding a ...

Past performance may or may not be sustained in future.