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.

Calculate the weighted average of interest rates in Microsoft Excel to compute the most accurate average interest rate among a group of lenders who received different rates. When you take a weighted ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Charlene Rhinehart is a CPA , CFE, chair of ...

You can find the Average of a value by selecting the cell below or to the right of values that you want to Average. Then go to the Editing Group, select the Auto-Sum Tool. You will see a drop-down ...

Have you ever found yourself staring at a growing dataset in Excel, wondering how to make sense of the numbers without spending hours manually updating formulas? Whether you’re tracking monthly sales, ...

There are two ways to calculate a conditional average in Excel, both involve some logic and some special functions. Excel’s SUMIF() and COUNTIF() are two of my favorite summarizing functions and we’ve ...

Stock's historical variance measures its return stability over time. Higher variance indicates greater return unpredictability and risk. Calculate variance using Excel to simplify the process for ...

However, this might not always give you an accurate average, which is where functions like GEOMEAN and HARMEAN come in. 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 ...

Everyone likes a bonus, but sometimes calculating one can be a bit complicated--at first. Here's how to calculate the amount in Microsoft Excel that you or your staff will get paid. If you’ve ever had ...