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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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?
What exactly is a Class Module? I've tried doing some searching on Google and haven't really found a straight answer as to what a class module is and what it is used for. How does it differ from a Normal Module?
View 2 Replies View RelatedI 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
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.
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
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"!
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.
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.
View 2 Replies View Related(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.
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....
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.
View 2 Replies View RelatedThe 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%.
View 5 Replies View RelatedI'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.
