Your monthly loan payment consists of more than just equity and interest payments. If you didn't put down at least 20 percent when you acquired the loan, your monthly payment will likely include ...

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 ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Return on investment (ROI) measures the amount of ...

Long-term investors know that it's important to keep perspective on the fluctuations of the financial markets. Nevertheless, looking at monthly returns on investment can give you important information ...

Annuities represent a loan or investment which offer monthly fixed payments until the account is depleted or paid off. Whether you are investing or borrowing money does not change the calculation. As ...

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 ...

How to return monthly sales averages for the last n years in Microsoft Excel Your email has been sent Averaging is easy business in Microsoft Excel. Thanks to the AVERAGEIF() and AVEREAGEIFS() ...

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 ...

Calculate monthly returns by adjusting your portfolio's start/end balance with net deposits or withdrawals. Compare monthly returns to benchmarks like the Dow to assess your investment strategy. Avoid ...