investment

Accumulated Capital Age 6% Growth 11% Growth 18 $10,000.00 $10,000.00 28 $17,908.00 $28,394.00 38 $32,071.00 $80,623.00 48 $57,435.00 $228,923.00 58 $102,857.00 $650,009.00 The Growth amount...

Accumulated Capital Age 6% Growth 11% Growth 18 $10,000.00 $10,000.00 28 $17,908.00 $28,394.00 38 $32,071.00 $80,623.00 48 $57,435.00 $228,923.00 58 $102,857.00 $650,009.00 The Growth amount...

Hey guys! Been busting my head trying to do something in Excel; but haven't been able to reach a satisfactory procedure. So here's the case, on bullets: 1) We have to open a fund to handle our investments. Each fund has a cost of $15,000 for opening, and each one can handle twenty investments...

Hello All, I'm developing a tool to be used as a weighted-average portfolio evaluation scorecard on which I could use some design advice. I've enclosed screen captures [will upload later] of a sample model that illustrates the tool design. Overview: I have a data entry worksheet and multiple...

I have a column of numbers where I enter the daily account balance for my investment account. Let's assume that the highest account value in my string of numbers is $100,000. If the LAST number that I enter in the column (ie today's balance) is greater than 5% lower than the LARGEST number in...

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I have an investment account and they provide me with statements, monthly and yearly, however, I don't like them. So, I want to create my own "statements," if you will, that I have for the past ten or so years, and, going forward, enter the monthly amounts that I contribute to this account...

I am trying to create an Excel formula to calculate the value of a stock on the stock market, from the 52 weeks lo to the present selling price. From the lo to now + add the dividend that has been paid todate and calculate the time held to come up with a cost of holding the stock and its...

Guys - I am looking at buying an investment, and it is setup so that I would receive 5% NRI until 100% of my principal has been returned; then after that it drops to 2.3% NRI. I am trying to calculate what my revenue check would be each month, this is pretty easy, except for the month where...

Hi I’m just asking if anyone has a good template they can share for tracking share investment performance that would support multiple purchases, sales, dividend reinvestment and dividends etc over multiple years? All info greatly appreciated

Hi, I'm getting 2 slightly different answers with my returns, why???? Initial investment (say) $2,000,000 % monthly returns(1-4): 0.65%, -0.6%, 0.87%, -9.36%. If I use the "PRODUCT" function to obtain an answer to my overall monthly returns its -8.53% Actual monthly returns (1-4)...

Would like assistance finalizing a waterfall tab in an excel model. Model already includes tabs to define cash flow, debt payments, etc. Need help working a contract's waterfall description into excel. Have a good start, but need assistance finalizing. Let me know if you can help.. Thanks.

I'm currently trying to create an investment portfolio tracker, however I'm having some trouble tracking my data on a day to day basis. Right now I have a section for my portfolio which imports external data for share prices, which then calculates change in value, and my overall portfolio...

Hi, I am working on a project in which I need to create an investment allocation spreadsheet. The idea is that there can be anywhere from 2 to 6 investment accounts, each with varying dollar amounts. Each account is then then defined as either a "taxable" or "tax deferred" account. From there...

Hi all, I am looking to move to a VBA development role in investments in the city. My question is three fold:- 1) what exactly does this involve? 2) what skills are best to have? 3) are there any qualifications to abtain that are suggested? be grateful for your insight cheers

I have have what I believe is a pretty simple question relating to investment returns I have a set of annual return percentages that I need some information out of and I am having a mental blank on how to do it. Basically I need to take the returns from each year and see what my ending value...

I am trying to develop a spreadsheet that will enable me to calculate the exact amount of accrued interest (compounded annually based on actual investment date). Typically I would just use a FV formula, but that only works if there is an investment made DAY 1 and no subsequent transactions...