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 ...

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 ...

Knowing how to calculate your portfolio's returns is essential to becoming a savvier investor. Learn the basic principles here to correctly calculate your investment portfolio returns.

Microsoft Excel, the widely used spreadsheet software, can be helpful for statistical analysis, with its built-in functions and free add-in tools.

To calculate the returns on your mutual fund investments made on different dates, using XIRR formula in excel makes the task easier.

How to Calculate the Average Annual Rate of Return in Excel. If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of ...

Gain insights on portfolio management through short-term returns. Learn to calculate and interpret monthly returns for informed long-term investing decisions.