Learn to evaluate investment managers with the up-market capture ratio, a key tool assessing performance against an index when markets rise. Master its calculation now.

Roth IRAs don’t pay fixed rates -- your returns depend on investments. See 2025 CD, stock and bond averages to maximize tax-free growth. Read on for more: ...

Learn step-by-step how to calculate ROI using Excel to assess investment profitability accurately. Perfect for investors and ...

Companies may lease assets to optimize financial terms and manage balance sheets. Capital lease interest can be computed using the IRR function in a spreadsheet. Adjust IRR formula for payment ...

In this post, we will show you how to calculate the expiry date in Microsoft Excel. Calculating expiry dates is a common requirement when working with Excel, especially for tracking inventory, ...

The forward price-to-earnings ratio (P/E) is a valuation metric that measures and compares a company's earnings using ...

Have you ever found yourself wrestling with Excel formulas, trying to calculate moving averages or rolling totals, only to end up frustrated by the constant need for manual adjustments? You’re not ...

Calculating a weighted average in Excel is essential when you need to account for varying degrees of importance among data points. Unlike a simple average calculation that treats all values equally, a ...

If you are using Microsoft Excel to manage numerical data, at some point you're inevitably going to display percentages. Doing so can give you a new insight, or make summarizing heaps of data a bit ...

We calculate compound interest based on frequency. This frequency is the compound frequency, which refers to the number of times an interest is calculated and added to the principal amount within the ...

Ever found yourself puzzled by how to calculate your monthly loan repayments accurately? You’re not alone. Many people struggle with understanding the intricacies of loan amortization. But what if I ...