This post explains how to calculate Weighted Average in Excel with percentages. In a standard arithmetic average where the sum of values is divided by the number of values, each data value is treated ...

Learn to calculate the Sharpe Ratio in Excel for insightful investment analysis. Our guide will help you assess risk versus ...

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 ...

Learn how to calculate weighted averages using Excel for various financial metrics. Simplify complex calculations with our ...

If you track your daily earnings using an Excel spreadsheet, you can use the same spreadsheet to estimate your projected earnings over any time period. Using Excel's "AVERAGE" function, you can ...

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 ...

Have you ever found yourself staring at a growing dataset in Excel, wondering how to make sense of the numbers without spending hours manually updating formulas? Whether you’re tracking monthly sales, ...

There are two ways to calculate a conditional average in Excel, both involve some logic and some special functions. Excel’s SUMIF() and COUNTIF() are two of my favorite summarizing functions and we’ve ...

Many advisers seldom — if ever — take the time to determine the return of investments on their own. Often, they will rely on third-party calculations for the average annualized performance of funds ...