If your expected return on the individual investments in your portfolio is known or can be anticipated, you can calculate the portfolio's overall rate of return using Microsoft Excel.

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

Learn how time-weighted rate of return works and how to use it for your portfolio.

Excel offers three functions for calculating the internal rate of return, and I recommend you use all three.

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors.

However, due to cash flows in and out of a portfolio that affect portfolio values and return calculations, we use the Time Weighted Return for our portfolio calculations in the OSV Online app.

Calculating CAGR or Compound Annual Growth Rate in Microsoft Excel is super easy. You will have to use the RRI function to get the job done.

Percentage Formula: Know How to Calculate Percentage in Excel along with Solved questions and examples and Download formula PDF list.

As a child of the dark ages, I used the word rank to describe something that smelled rotten or suspicious. Rank in Microsoft Excel is, thankfully, totally different. In Excel, rank is a value that ...