investment analysis

Hi, I'm working on a pet project to keep track of my investments. Periodically I download the data into Excel to calculate tenure, IRR and XIRR which takes time as I have to clean up the data and calculate each of the funds separately. Now I wish to automate some of the steps involving cleaning...

I hope this is appropriate here . . . I’m sure I’ll find out. ? I’m looking for a multi year budget template with accommodation for investment accounts. The idea is to be able to run different scenarios on my expenses/investments for the next 10 to 20 years to get an idea how long I’ll be able...

Hi all, quick question. I am looking to calculate the future value (FV) of an investment. I have a lump sum to start with, a known rate of return and I would be making consistent, monthly contributions ($100). However, I would also like to add a large payment once a year into the investment...

Good afternoon, I'm trying to build an equation that will assign a particular value to a data set depending on if that value is <, between, or > than a certain value. Disregard flows for now, that will be coming from a separate spreadsheet. The remaining five categories are all on one...

I have an entity in a project that receives quarterly but inconsistent cashflows until the entity's IRR = 10%. The distribution amount is subject to available cash so one quarter's distribution could be as low as 200k or as high as whatever is available subject to 10% irr cap. Entity will...

Hi Forum, I am currently trying to build a dynamic bond investment portfolio with rolling tranches of monthly investments. Now, doing this in a static and unsexy way is not a challenge, however, I have difficulities in finding an automated formula based or vba solution. I want to enter start...

Hello all, I am currently researching the impact of the equity valuation by the Shiller P/E ratio on different equity strategies on an equity index. I made a scatter plot where I plotted the ten year forward annualized returns with the corresponding equity valuation at that moment. For the...