investment

  1. A

    Limitation on rules in power query

    Hai, Can i know that how many number of rules maximum in power query? I have some rules in power query as below, the problem the query not functioning if i add few more query to this. Really need your help and how to increase numbers rules or any other alternative. Thank you in advance...
  2. M

    Combine data in columns (A-Current portfolio, B-buys, C-sells, Result-resulting portfolio)

    Hi all, I have a series of current investments in columns (fields = InvestmentName, Units, Value). I then have a series of newly acquired investments in columns (fields = InvestmentName, Units, Value). These may be additions to the current investments or new investments. I then have a series...
  3. T

    Specific Paragraph from PDF to Excel using VBA

    Hi, I need to go through hundreds of PDFs on the web and extract just one Paragraph from each, and then past the sentences into one cell in Excel. I have managed to convert the pdf to txt, but it seems like the txt file does not discover the paragraph break. Do you have any idea of how I can...
  4. D

    How to solve for sell price based on inputting Cash on Cash Return percentage?

    Please refer to the attached spreadsheet, my property analyzer. You'll see all the columns on the left that show all the important metrics I look for when analyzing potential investment properties. After entering a minimum of data I look to the YEAR 1 COC ROI (COC) (Cash on Cash Return on...
  5. D

    Solving for sell price based on Cash on Cash Return

    Please refer to the attached spreadsheet, my property analyzer. You'll see all the columns on the left that show all the important metrics I look for when analyzing potential investment properties. After entering a minimum of data I look to the YEAR 1 COC ROI (COC) (Cash on Cash Return on...
  6. E

    XIRR Non Contiguous Data

    I have cash flows in a table for a variety of contracts but initial investment values are separate and the investment dates are also separate, I have tried OFFSET etc but am struggling to make any sense of it. Example: B14..Z14 has the initial investment dates B15..Z15 has the initial...
  7. B

    Periodic Table of Investment Returns

    Is this possible in Excel? Callan Associates, among others, has for many years published a year-by-year listing of what investment returns were by asset class. The point is to demonstrate the importance of diversifying, because no asset class outperforms others from year to year. See...
  8. D

    Calculating the "initial Investment Value" with CAGR formula and average value

    I have been trying to rework a common CAGR formula to be able to calculate the initial investment value if all I have if the annualized rate and the average value over the term. So I know the standard formula is: The formula is: R = (F/I)^(1/Y)-1 R = annualized rate I = initial investment...
  9. M

    "Conditional Formatting"

    Hello everyone, I have a table(Below) and would like to assign a conditional formatting to the items under the allocation section, provided that the Investment section items should also have the same color or different doesn't really matter. I did the allocation section by clicking in...
  10. J

    Using the NPER to work out how many more payments I would require (but it needs to acknowledge that the payments would be increasing each year by 2.5%

    Hi All, I used the follwing forumla: =(FV(Int,NPER,0,-NPV(Int,PMT*(1+Grw)^(ROW(INDIRECT("1:"&NPER))-1))*(1+Int) to work out my future investment value. I wanted to start paying £20 every month into an investment portfolio for the next 40 years, wit a fixed interest rate of 2.5%. However, every...
  11. E

    Multiple IRR with Goal Seek - May not have a solution

    Hi, I have a problem and can not figure out that if there is a solution (mathematically possible) or not. I tried to demonstrate the problem below. I have tried so many things (goal seek, solver or analytical approaches) but could not find a solution. Now I am thinking that there is no solution...
  12. M

    VBA how to store a filter value of a pivot table into a variable

    Hello, I have a code extracting values from a pivot table. My main filter is called INVESTMENT NUMBER in the pivot table. The information in that field is a short code in the format: XXXX.XX When I generate the pivot table, there can be dozens of numbers in that field, normally I choose the...
  13. A

    Excel Formula Help required

    I Want to make a formula using following : No of Days Total amount Loan Deduction Cumulative balance 30 4000 5000 -1000 This -1000 is then given to employee from pool of investment . if it goes on 60 days The balance in cumulative should be zero...
  14. G

    formula not working

    Hello,, I am trying to use the following formula to determine whether within cell L2, one of the products detailed is a investment, the cell contains various products seperated by comas, for example bb111, rc3333, fd4444 , some products do have a gap eg xxx xxx2 on the list tab column b...
  15. S

    Excel VBA Code for automated email arlert

    Hi all, I am a newbie in Excel VBA. I am working on a urgent project assigned by my superior. This project required to design an investment model based on certain technical criteria. I have no issue in generating certain trading signals or investment opportunities. However, I am stuck with the...
  16. M

    Autcopy selected details to another worksheet, without blank rows between items

    I have data as in the example below: <tbody> Investment Value Advice required? Barclays £100,000.00 Yes Ist National £50,000.00 No Buy-to-Let Property £325,000.00 Yes Sky TV Shares £1,000.00 Yes ING Investment Bond £50,000.00 No ICI Shares £30,000.00 No MG...
  17. F

    Dynamically List a Group of Investments?

    Hello. I am one solid notch above novice, but a quick learner, and was hoping someone could help get me started with a solution. I have a large list of investments that contain various pieces of information (Name, Ticker, Asset Class, Performance data...). The list itself changes frequently...
  18. K

    Formula for Changing % Allocations

    I am trying to create a formula that I can insert into a 'start period' cell and drag to populate % changes (different for each period). What is the best function to utilize for this purpose? (See Below) <tbody> Using the "Starts" Table, calculate total fees for each project, fee amounts...
  19. K

    Formula for Changing % allocations

    ****** id="cke_pastebin" style="position: absolute; top: 0px; width: 1px; height: 1px; overflow: hidden; left: -1000px;"> <tbody> 3) Using the "Starts" Table, calculate total fees for each project, fee amounts generated each period per project, and total fees. Assumptions: The fee is...
  20. K

    Direct Financing Lease Interest Calculation

    Hello, I'm using a calculation example from accounting guidance related to direct financing leases. There is a monthly rent payment that is fixed for 9 years (10,000 per year) and an initial net investment amount of $65,100. At the end of the 9 years, the lease will have a residual value of...

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