Formula For Investment Gain
Oct 20, 2009
I was looking for how to calculate the value from on cell F11 from
this excel table but my formula didn't work so I'm looking for other solutions?
ur Cell F11 indicates $104
and cell F12 $320
and F13 $658
but from my formula only works with on cell F11
I used this formula on this sheet.
=PMT(C7/12,$A$11*12,,E11)*-1
Enter Retirement Parameters as IndicatedSummary of Retirement CalculationsDate plan began1/1/2008Projected retirement date1/1/2052Number of years to contribute45TRUEAccount value at retirement$542,654Annual contribution$1,300 Total contribution over life of plan$58,500Expected rate of return8%Investment Gain$484,154Type of planRoth IRAPercentage through investment89%$0.00 $1 Contribution NumberDateValue prior to contributionContributionTotal Invested Over Life of PlanInvestment GainValue at end of the year11/1/2008-$1,300 $1,300 $104$1,404$104 21/1/2009$1,300 $2,600 $320$2,920$320 $216 31/1/2010$1,300 $3,900 $536$4,436$658 41/1/2011$1,300 $5,200 $5,200$1,127 51/1/2012$1,300 $6,500 $6,50061/1/2013$1,300 $7,800 $7,80071/1/2014$1,300 $9,100 $9,100
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May 5, 2012
What formula to use to show the Annual ROI for a real estate investment property (single family). I believe I have all my figures to calculate WITH (acquisition amount, annual net income, etc.) -- but I can't figure out how to determine the ROI.
Or - is determining that % even possible/logical?
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Dec 17, 2008
I have a specific problem on irr calculations. In the excel file, I have following data.
date of investment - 1st May 2008
Investment Value - 1000000
Investment close date - 15th Dec 2008
Closure value - 1055000
I want to calculate IRR for the investment for the days the money got invested.
How do I calculate this in excel.
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May 27, 2008
I have a rather details and complicated procedure that in effect is designed to find a value (>=) than a text box value inputed.
There are 2 other list boxes (5 & 6) that are also designed to narrow down the search.
The values available in list box 5 are a customers name in column C.
(Sample sheet highlighted value in Yellow)
The values available in list box6 are a product type.
(Sample sheet highlighted in blue)
When i select a value in list box5 and in listbox6, i enter a numerical value into text box111.
I then click on a command button, to populate listbox3 with all found values in column C that are greater than or equal to the value in the text box.
Now comes the part i cannot seem to be able to do.
I need to be able to click on a selected value in list box 3, and find the value that is between 2-22 rows above it in column A and place this value in text box 4.
(List box 3 values are ONLY ever
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Feb 12, 2009
I have a excel 2000 spreadsheet that has beginning and ending dates for certain services. I'm trying to tease out what our customer base has been doing over time in aggregate- i.e. how many customers subscribing to X in a given month/year.
The only way I've been able to do this in the past has been generating pivot charts of start dates (with 'start mo' and 'start year' busted out) as a positive count (+1), stop dates (with 'stop mo' and 'stop year' busted out) with a negative count (-1), then copying these tables into yet another page where I mash them together to get the 'flow' of our customer base over time and generating charts from there. Needless to say, it seems a whole lot more clunky than it should be, and I'm having a hard time searching the innarwebs for similar examples (even though I'm sure it's been done before). Example:
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Dec 4, 2012
I have the data in
A1=30 and B1=40
A2=60 and B2=20
And I also 2 small Pictures ie picture1 and picture 2 which i insert in same excel sheet. I wanted to lookup C1 cell , if A1 is greater than B1 then Picture1 or vice versa.
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Aug 27, 2007
I am looking for a simple loss/gain formula for my students. They are trying to find the loss/gain difference between an initial value, and the current value. They are using a monetary value, not date/time.
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Feb 14, 2007
I want to easily determine the max value of the stocks I own by only changing the daily value but i cannot bypass the circular reference problem. Example:
Stock|Today's Value| Max Value
A | 1 | 1
B | 3 | 3
Tomorrow i'm going to change today's value and my goal is that the max value remains unaltered if today's value is smaller. like this:
Stock|Today's Value| Max Value
A | 2 | 2
B | 1 | 3
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Mar 27, 2009
I wanted to know how I can calculate the average gain and average loss for data that is inputted into one column? For example;
Column A
$12,000
-$5,000
$6,500
-$1,000
$8,000
-$4,000
Average Gain ??
Average Loss ??
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May 1, 2009
I run a slimming club and would like to use Excel to keep records of members weights, losses, gains etc. What I would like to do is enter their starting weight into a cell then each week when they are weighed enter a loss or gain in an adjacent cell. I would then like Excel to calculate that loss or gain as a percentage of their original weight. Is this possible?
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Apr 21, 2007
If I want to obtain a future value of $500,000 at the end of 20 years, how much do I need to save each year at an interest rate of 10% per annum? I ended up using the following formula: =PMT(10%,20,-PV(10%,20,,-500000,1),,1). Let's define (Insert/ Name/Define) the answer to this function as Pmt1.
By then using =FV(10%,20,Pmt1,,1) to confirm that Pmt1 will end up providing $500,000 after 20 years I get the answer I am looking for but have absolutely NO IDEA why it works. Worse, I do not know whether it is the correct answer. I have the following function (courtesy of someone) that I use to determine the expected future value of a series of annual payments at a fixed interest rate but also with fixed annual increases in the payments. (Example: $1000 per annum is invested for 20 years. The interest earned on the $1000 is 10% per annum. The $1000 increases by 5% each year - i.e. 19 increases)
=Pmt1* SUMPRODUCT((1+5%)^(ROW(OFFSET($A$1,0,0,20,1))-1),(1+10%)^(20-ROW(OFFSET($A$1,0,0,20,1))+1))
Assuming the payment does not increase, I simply replace the 5% with 0%. When I run this function and use Pmt1 as the annual payment the answer differs from the one that I get from the PMT function that I quoted above until I change the ",,1" in the function to ",,0". What do I not understand about these functions!? Which is correct or are both provided I learn to know what they do? This is the vaguest question I've ever been able to devise simply because I can see that something is amiss and I do not know what - or how to start figuring out what it is that I "know not"!
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Oct 24, 2007
I am part of an investment sales team and was wondering if the use of specific excel based investment calculators will assist me in my task of advising clients of the best options. Also; if these tools do help, I wanted to create a calculator that displayed the interest schedule depending on the term that its invested for. I have searched and found various threads on this topic; though not too sure how
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Dec 14, 2006
I get the following error:
"Run-time error '1004': "cmc4906.xls" File cannot be found.
Check the spelling of the file name and verify that the file
location is correct."
I am not trying to open a xls file. The path is clear and there are no file names with extensions in the path name (C:Weekly). I'm unclear of why the code thinks its looking for file cmc4906.xls and a xls file at that.
Sub Import()
Dim inputfile As Variant
Dim path As Variant
path = ("C:Weeklys")
inputfile = Dir("C:Weeklys")
Do While inputfile <> ""
Workbooks.OpenText Filename:=inputfile, Origin:=437, StartRow _
:=1, DataType:=xlDelimited, TextQualifier:=xlDoubleQuote, _
ConsecutiveDelimiter:=False, Tab:=True, Semicolon:=True, Comma:=False, _
Space:=False, Other:=False, FieldInfo:=Array(Array(1, 2), Array(2, 1), Array( _
3, 1), Array(4, 1), Array(5, 2), Array(6, 2), Array(7, 1), Array(8, 1), Array(9, 1), Array(10 _.............
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Sep 29, 2008
How to calculate ANI in one cell? The only way I can currently find the result is to build an amortisation schedule and then divide the sum of the outstandings by the payment frequency.
I'd like to avoid building the amort.
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Dec 6, 2006
I need to calculate a pay back period for a certain investment. Excel has options for NPV and IRR but not for the Pay back period. (PBP). I've tried finding a solution using google discussion groups and some books but nothing helped me out. attached you'll find an example of my sheet. I need the PBP to be calculated in e.g. 5,3 years. but when the figures change it should automaticly recalculate the PBP.
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Dec 17, 2012
(i) I have a spreadsheet listing all the investments details. For example,
Investment Investment Date Amount
xxx company 1/1/2012 $10,000
yyy company 2/1/2012 $20,000
(ii) Each investments have different investors. For example, xxx company has two investors: A and B; yyy company has 4 investors: B, C, D, E
I want to assign Investors Name and their Personal Investment Amount to the main investment spreadsheet. So that I can retrieve individual investor's investment positions.
For example, I want a spreadsheet showing B's investment. Then this spreadsheet should have details of xxx company and yyy company, as well as B's personal investment amount.
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Oct 27, 2008
i have a spreadsheet with data that is exported to Excel via our in house investment system, the report looks something like below, though real data consists of 2000 rows of data. Where we have O/S in Bank this means these entries are all physical bank entries i.e statement credit and statement debit, and where we have O/S not in Bank these are all accounting entries, i.e. Ledger Debit and Ledger Debit.
What i am after is a macro that will insert a column next to Team and then input SDR SCR on all statement entries and LDR and LCR on all Ledger entries, the final report should look like the second spreadsheet....
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Jan 16, 2007
I need to create a sheet that will take payments away from a starting balance. The catch is that I don't know the starting balance. The interest is compounded annually at 3% and each withdrawl is different. My sheet needs to show the interest earned in each year and the account balance like a running sheet, after lets say 5 years there needs to be no money left.
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Jun 17, 2008
The aim is to find those combinations of variable values which generate highest total gain. I attached the spreadsheet which shows the variables (A through K) and a Gain column. I created 5 additional tabs which show all possible 2,3,4 and 5-member combinations of the variables. These tabs are like coordinates of which variable combinations should be examined. As an example I used the first combination from the second tab = A and B. If you look at these two columns on the EXAMPLE CALCULATION tab you will see 7,7 in the Number combination which is the first number pair for these two variables. The headings of the red and the yellow columns calculate the total count for this number pair and the total gain. These were recorded on a separate EXAMPLE RESULTS tab along with some other pairs which appear afterwards (these were recorded only from the first 39 rows of the AB data). I need a macro which will cycle through each variable pair (only using the combinations from the tab 2 for now, annd later from 3,4 and 5 tabs) collecting statistics for each unique number combination it encounters (printing to a separate sheet one after one), such as shown on the EXAMPLE RESULTS.
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May 25, 2009
The way I have this sheet setup is to calculate a 20% fee off the interest earned column "D". Say you earned 6.5% on a beginning balance so the interest earned is in col "D". This works fine for a 20% fee but I need the fee to calculate a 10% fee if the interest in column "C" hit 4% or below and it also needs to be able to calculate a 20% fee if the interested earned is above 4%.
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May 4, 2007
I'm trying to build an investment calculator. Tried searching "calculator" as keyword but return nothing similiar.
There are eight cell : [ A ][ B ][ C ][ D ][ E ][ F ][ G ][h]
[ H ] is price of the leverage
[A] is X balance
[b] is X lot size
[C] is X amount of money use to get x lot
[D] is X percentage of money use to get x lot
[E] is X point gain
[f] is X money gain
[G] is balance + money gain
Ignore the formulae for leverage to determine 1 lot price. Take 1 lot = 250.
What I'm looking for is when I enter any value at cell B, C or D, it will automatically calculate the value for either B, C or D cell.
Let say, the balance is 10000.
If I enter 2 at cell B. Then, it will calculate the value for cell C & D.
If I enter 750 at cell C, then it will calculate value for cell B & D.
If I enter 25 at cell D, it will calculate value for cell B & C.
how to use OR Selection in excel.
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Oct 7, 2009
I was wondering if there is a formla that will delete a formula when it has done its calculation, or stop the formula from constantly updating.
I've got a formula
=IF(COUNTA(A1)=1,TODAY(),"")
When something is typed in Cell A1 the cell with the formula will input todays date.
Is there a formula that will stop this formula from updating, as when you go into the file on a different day the date would have been updated.
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Jul 30, 2014
I have a situation where I have to curve fit data, this can lead to different formulas being used with varying constants.
Is it possible to pickup a TEXT based formula and related constants from other cells, and then place this into another cell as a functioning formula. For Example
Cell A1 contains the formula as a text string whether it be y=a+bx+cx^2, or y=a+b/x, etc
Cells A2:A6 contain the individual constants, a, b, c, etc
I would then want the VBA to read the text based formula and put it into an output cell as a functioning excel formulae.g
In cell B10: =a+b*A10+c*A10^2
I understand picking the constants up and putting the formula should not be too much of an issue, however trying to insert the variable form of the curve fit is the part that I am struggling with, and am unsure if possible.
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Dec 22, 2009
Here is the scenario:
A B C D
BananasApplesOrangesTotal113=A1+B1+C1
I need to reference the formula in D1 with the cells headers names.
In a perfect world, it would take
=A1+B1+C1:
and produce:
=Bananas+Apples+Oranges
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Mar 27, 2014
I have an existing formula in a cell linking back to a start date only. determining how to add an additional formula to exclude weekends, and possibly holidays.
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Aug 24, 2014
I am trying to use a combination of Concatenate and IF formula to produce an email.
My input.
D4: First Name:
D5: Middle Name:
D6: Last Name:
D8: Organization:
Once all these are filled, I want the formula to produce a result like
FirstName.M.LastName@Organization.com
I have used the following formula.
[Code] .....
Problem is if there is a middle name the formula works fine, but in case where there is no middle name, it produces the following result.
FirstName..LastName@Organization.com
How do I remove the additional (.) in cases where there is no middle name.
Attached File : Email Generator.xlsx
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Apr 23, 2009
I'm having some trouble trying to get excel to input a formula into a cell. I'm still a novice at VBA right now, so I don't think my problem will be too much of a brain buster.
I want a formula in Cell A6 (and I already know it correctly works) in this format: =E6&VLOOKUP(I6,'FA-Fund Data'!B$1:C$2000,2,FALSE)&J6
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Jul 22, 2014
Is it possible to write a formula that skips x number of cells and have the formula autoincrement as usual. For an examples lets say I want to skip 3 cells and I have entered in the cells listed:
A1= "1"
A2= "2"
A3= "3"
Then I type in the simple formula in the cell
B1= "=A1"
and then drag down but it skips 3 cells so then
B5= "=A2"
B9= "=A3"
If it didn't skip then
B1= "=A1"
B2= "=A2"
B3= "=A3"
this is just an example as I will be writing more complex formulas and need some thing that I can write into the formula so that it skips.
Something similar to this B1 "=A1(skip3cells)"
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Jul 16, 2007
I would like to copy a formula in a cell and then paste only the text of the formula, but I can't figure it out. Basically, I would like to avoid going into the cells and absolute referencing or hitting F2, then copying the text.
When I hit "Ctrl C" to copy the cell, then hit "Alt/E/S/F/Enter" to paste the formula, it is just like a regular copy/paste formula-wise in that the references move.
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Apr 9, 2009
I have some student marks in columns B to F. If some one get below 40 marks he fails and the subject in which he has been failed will come in Remarks column. If he has passed in all subjects remarks column will show Pass.
To bring failed subject initial in Remarks i have to create 5 additional column and then thru Concatenate i joined them.
Is There any formula to show fail subject in Remarks column without creating 5 additional columns?
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