Questions tagged [spreadsheet]
For questions regarding the use of spreadsheet programs (such as MS Excel, Google Sheets, OpenOffice Calc, etc.) in personal finance, including questions about spreadsheet financial functions.
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How can I calculate cumulative rate/gains for retirement fund in a spreadsheet throughout a year?
Novice to retirement funds and investing here. I'm wanting to build a spreadsheet in Excel that can help calculate my annual rate of return for retirement accounts.
I have some elementary questions ...
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How can I calculate the time weghted return?
I have switched frequently between ISA providers and I want to see how much my investments have truly increased.
I have a spreadsheet where column 1 is the date I invested a certain amount, column 2 ...
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How do you measure the Accuracy of Implied Volatility?
Recently I've gotten hold of a list or rather a chart of 30-day Implied volatility and historical volatility for the same stock over the course of a year. With these data, I've thought there might be ...
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Am I calculating the future payment on my ARM correctly?
We currently have an ARM on our house, bought in April of 2020 with a starting rate of 1.99%. It is up for re-amortization in April 2025. Assuming that the rate adjust to the highest allowed in the ...
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How can calculate the special cash flow's irr with excel or python accurately?
It's simple to calculate the following cash flow's irr:
cash flow date
-150000 2023-03-30
575 2023-04-30
594.17 2023-05-30
575 2023-06-30
594.17 2023-07-30
594.17 ...
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Facing problem while creating a Google Portfolio tracking spreadsheet
I am trying to create a Google Spreadsheet to monitor my Indian stocks and Mutual fund investments. I am facing the following issues and hope someone can help me.
When I try to track the 'pe ratio' ...
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1
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What is the formula for calculating the max value of a home purchase, including monthly property taxes
How can I adjust the present value formula (PV) to account for also having to pay monthly property taxes?
If I know how much monthly payment I can afford (PMT), I can use Excel's PV formula to ...
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How do I calculate monthly compound interest with additional monthly deposits in Google Sheets?
I'm trying to figure out how to write a formula and/or use a function to calculate the following in Google Sheets.
John deposits $1,000.00 into a savings account on Dec 31st. John also deposits $100 ...
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How can I track *complex* forex trades so I have an idea of my profit vs loss over time?
What's the best way to keep track of my forex trades so that I can determine how profitable my trading has been?
I've been looking into trading foreign exchange currency pairs for profit, but before I ...
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Price of Bond with irregular long first coupon period
I'm trying to manually calculate the price of a bond with a long first coupon period, found a few candidate formulas on
Microsoft Excel Document: OddFPrice
mit.edu: OddFPrice
WestClinTech.com: ...
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Calculating CAGR from annual investments
Let's say I invest x amount at the beginning of each year. After N years, my total investments are worth y.
How do I calculate the CAGR?
As a bonus, assume that my only tool is Google Sheets.
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Do bank use the same math formula to calculate the mortgage amortization table?
I've started making a spreadsheet to evaluate mortgages and how they would fit other financial plans. The most complicated part seems to be the mortgage calculation formula. That's the formula the ...
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1
answer
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Mismatch Between FV Function and the Bankrate Simple Savings Calculator
I'm trying to replicate the functionality of the Bankrate Simple Savings Calculator in Google Sheets. I've assumed that I need to use the FV function, but I can't get the numbers to match exactly. ...
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What is the formula to use to calculate future value of certain money on a certain month from today?
I have an excel sheet like below -
In one cell (B1), I would mention the principal value, PV (for which I want to know future value at different point of time). And inflation rate, r, in another cell ...
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Calculating an accelerating rate of growth as a formula
Suppose I start with a $1,000 trading account.
During each 30 day period my account earns $1,000 in net profit from a trading strategy using one contract per trade.
The max amount lost across any ...
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