investments

Im really new to Excel and I do not know how to start on this assignment.. Anyone knows how to do this? Im not concered about the influence diagram.

Hi all, I have a series of current investments in columns (fields = InvestmentName, Units, Value). I then have a series of newly acquired investments in columns (fields = InvestmentName, Units, Value). These may be additions to the current investments or new investments. I then have a series...

Hello. I am using an investment tracking Excel spreadshee. that is supposed to result in a perfectly balanced journal entry, once all the information from the statement is entered. I am always having a difference. I am also having to add GLs for things like Accrued Interest on Bonds, where the...

Hi, I have a balance sheet simplified like below. <tbody> A B C D E F G H Year Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Cash 44 41 92 225 72 386 362 Cash equivalents 51 0 1 322 40 83 0 Short-term investments </tbody> I would like to look for value of...

I have a long list of following cells. e.g. cell A111: 9.03% XYZ investments Ltd. MD(23/06/2019) A451: 7.52% ABC industries ltd.MD (12/02/2020) A600: 8.56% XYZ investments Ltd. MD(45/05/2030) A750: 7.52% ABC industries ltd.MD (12/02/2025) and so...

I apologise in advance if this is a confusing post! At the moment I have a table of different investments in column A and in the columns adjacent I have the percentage allocation to each risk profile. The simplified table below should explain better. <tbody> Investment Low Risk Cautious...

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We have looked at several mortgage software solutions for our company, but none have one essential ability that we need. We are currently running on a manual spreadsheet solution, and are wondering if we can automate certain aspects of it. We are a financier that lends out money to commercial...