Graphing is one of the most important features of spreadsheets. When you need to present your findings, whether as a written report or a presentation, summarizing your data in graphs is the best way to quickly communicate large amounts of data. This guide will walk through taking your raw portfolio data, making some simple Read More…
The most important reason you would want to use excel to track your stock portfolio is trying to calculate your profit and loss from each trade. To do this, open the spreadsheet with your transaction history. It should look something like this: Tip: If you have not bought and then sold a stock, you can’t calculate how Read More…
If you’ve been trading for a long period of time you might have been curious to know what your daily returns were. Excel and Google Sheets can help you efficiently calculate this in a simple way. Suppose we started trading on August 29th, 2017. It is now September 7th and we would like to know Read More…
The first step in using any spreadsheet is getting some data! This tutorial will show you different ways to import some of your portfolio data into a spreadsheet and how to format it to make it easier to read. Getting Data The first step to using any spreadsheet is getting some data – once we Read More…
Net Worth Calculator! Knowing your net worth is the first step towards growing it! This tool will help you organize your assets in one place, and even help project how they will grow in the future. If you have used our Home Budget Calculator to help see where you can improve your savings, the next Read More…
Home Budget Calculator! The most difficult thing people think of with personal finance is building your monthly budget, and sticking to it. There are tons of different expenses and payments to consider, so we put all the big ones in one place! This tool will also help you see exactly how much you can set Read More…
Car Loan Calculator! The first BIG purchase many people make is when they buy their first car. This calculator will help show the impact of many of the biggest factors people need to consider when taking out their first loan for a big purchase. If you have used our Credit Card Payment Calculator to see Read More…
Credit Card Minimum Payments Calculator! Credit Cards! These are usually the first “loans” a person takes out, and the first monthly payments! Tens of thousands of young people dig themselves deep into credit card debt before they even realize it, so have fun with this payments calculator to see how much these bits of plastic Read More…
Compound Interest Calculator The first thing to consider with all personal finance is the idea of compound interest! This is what separates the “Piggy Bank” savers from the Warren Buffets; making use of interest compounding is how you can really make your savings grow! If you have already used our Investment Return Calculator, you can Read More…
Advanced Investment Return Calculator Find out the difference between Simple and Compound Interest! See how big an impact your tax rates and inflation have on your savings over time! If you have already used our Becoming A Millionaire Calculator, you can use your targeted Expected Investment Return numbers in this calculator to see how to Read More…
How to Become a Millionaire Calculator Want to be a millionaire? Everyone does, but do you know how much you need to save and what rate of return you need to get on your investments to reach that million level? This financial calculator helps you learn how your savings grows over time and how Read More…
Buy Vs Lease Calculator! The biggest expense most people have is the place they live, one of the biggest decisions young people face is whether to buy their home, or continue to rent. Conventional wisdom says that buying will pay off in the long term, but believe it or not this is not always the Read More…
Use this calculator to find Net Present Value, based off expected annual growth, cash flow over a variable number of years, and separations of cash flow between investments and operations. This calculator will help you determine the attractiveness of a company by seeing how much it would be worth if you wanted to buy it Read More…
Use this calculator to calculate an Internal Rate of Return! Inputs include regular deposits and withdrawals, up to 20 irregular withdrawals, and whether to calculate based on deposits at the beginning or end of the period. The Internal Rate of Return or “IRR” is an important concept in math, finance and economics. It is frequently Read More…
Everywhere you turn there is another proprietary stock market timing system being sold. Let’s take a few minutes to review these claims against common sense.