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.

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

How to Calculate Percentage Change Calculating percentage change is one of the most frequently used tasks in Excel. The basic formula is: (New Value / Old Value) – 1.

The article How to calculate conditional subtotals in an Excel revenue sheet uses simple expressions, a function, and a conditional format to display a daily balance in a revenue sheet.