When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...

Investment word of the day: Tracking your investments is essential for understanding how your money performs over time. Skipping this practice will make it difficult to know if you're on the right ...

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

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 ...

A straight ranking result is easy using one of Microsoft Excel’s ranking functions. Calculating a conditional rank is even easier if you let an Excel PivotTable do all the work. Image: ...