finance

Hi, I'm looking to calculate the CAGR of funds. The base sheet has multiple funds and I need an output which gives the CAGR of all invidually as well as cumulatively.Base File <colgroup><col><col><col><col><col><col><col></colgroup><tbody> Date FundName Number of Units NAV Total Investment...

Hey guys, Its been a long time since I created a formula in VBA. I was wondering how you would go about creating a formula that averages the growth rates of a sequence of whole numbers. I would like to simply highlight 10 years of sales data (40 quarters or 40 columns) and have the formula...

hey all, I am making a financial model and for this we have to estimate the costs to construct a certain building we designed and how much money we can make from it. So basically this is the situation: I have divided all the costs of the construction of the building per month. The moment this...

Hi, I wonder if you can help me - I've got financial statements in a list (exported from online banking) and I've got a system where I 'tag' each spend with a dropdown menu. What I want to do is have a visual representation of the spend by category in graph form. I'm trying to get Excel to...

Hi all, I'm trying to extract data form a pivot table, but =GETPIVOTDATA or =VLOOKUP aren't helping me much. The pivot table I want to extract from has groups of values on its X axis: in my case I am working on bonds and the headings are: <3 years, 3-6 years, 6-10 years, 10-20 years, 20+ years...

Hi All, I have an excel query which has been troubling me all day. I am building a financial model - as part of this my excel will Identify when certain criteria are met using various IF Functions. This will then produce a "Buy Stock" IF = True, If False "No Trade". So now my excel file...

This May and June, the ModelOff Team is traveling around APAC to hold local networking events - and you are invited to join the celebrations! Six FREE drinks networking events will be held in Melbourne (May 26), Sydney (May 27), Singapore (June 9), Bangalore (June 10), Hong Kong (June 11) and...

I am trying to create a series of documents which will auto reference themselves; these documents are of financial nature and the query begins with one level of the series - auto tax references. In one sheet of this tax calculator I have copied an auto-updating cell reference to other...

Hello, I am a brand new member and this is my first post. I am creating a finance excel sheet for a credit card that I own. I record all of my transactions and sum these values up according to the bank accounts that I pay my debt through. For example, I have my personal transactions that...

Hey guys, I've been using this macro to copy and paste data that I have formatted myself from one column to another. In essence, if I make a stock trade today, it will copy the date, the net total of the trade, and the total value of my portfolio and hard code it within a list so the...

Hey guys, I've been looking around for this for a while now, and I can't really seem to find exactly what I am looking for. I am trying to return stock prices from 4-weeks ago from the current date, the ending of last quarter, and the ending of last year. The problem is when any of those dates...

I am trying to automate the process of copy and pasting data from on column to another using a macro. What I would like to do is as follows and any help would be appreciated. I am completely new to VBA and macros so an explanation on how it works would be great as I am looking to learn. 1) Find...

2014 ModelOff New York Live Finals (FREE) If you’re in New York City this Sunday, join leaders from the Finance and Excel communities to witness the crowning of a new Financial Modeling World Champion. Who will follow in the footsteps of Alex Gordon and Hilary Smart and claim the $30,000USD...

<tbody> Loan amount £400.00 Term in months 9 Total payable £446.02 APR 26.8242% Amount of repayments (9 monthly payments) £49.56 Annual fixed rate of interest </tbody> Hello I have attached an excel sheet with the information I have about a loan. Excuse my ignorance, but...

Welcome to ModelOff 2014 - the 3rd Annual Financial Modeling World Championships. After the success of Alex Gordon (NZ) in 2012 and Hilary Smart (UK) in 2013, we're on the hunt for our newest World Champion! If you are or know someone talented in Excel, spreadsheets, and financial modeling...

i have a spreadsheet calculates the total yield of a portfolio. now i have to figure out how to add investments and have the spreadsheet calculate the new yield automatically. what functions should I use?

I am only 1 week to learning VBA. So I am still learning the basics. I am building this code to calculate the expected move of a stock. I am getting a Sub or Function Not Defined message. What should I fix. Sub Expected_Move() Dim Stock_Price As Double Dim Impl_Vol As...

I'm having a problem every time my P&L statement updates. This report pulls from 3 tabs (month to date, quarter to date, and year to date). The MTD tab pulls from an outside data source (Cognos) and QTD aggregates that data for every three months, and YTD aggregates for every 12. Everything...

I am using a spreadsheet to manage my finances. I want to be able to add expenses/income on the fly and use a chart to monitor how much I'm spending in each category, however, when I create charts, they never group up the duplicate headings. Google, Microsoft, and my Intro to Comp teacher were...

Hi, I need to calculate the INTERCEPT and SLOPE of following daily stock prices, but 60 days before the announcement days.Could you guys help me out here ? Its for my dissertation and Its the first time i have to work with that much data. My data is organized like this <colgroup><col><col...