Financial Calculators in Excel: CAGR, Time Value of Money, Stock Splits and Z-Scores
Financial calculators in Excel: practical spreadsheet tips, time value of money formulas, CAGR and reverse CAGR, a stock split calculator, and Z-scores for spotting outliers in stock data.
- 110 Amazing Excel Tips for Better Financial Analysis
Ten Excel techniques for financial analysis: FILTER dynamic arrays, XLOOKUP, slicers, Power Query, data tables, conditional formatting, IFERROR, array formulas, named ranges, and VBA.
- 2Time Value of Money in Excel
Excel calculates the time value of money with FV, PV, NPV, IRR, PMT, NPER, and RATE. Syntax and worked examples for each function.
- 3Annualized Rate of Return: How to Calculate CAGR in Excel with MarketXLS
Annualized rate of return measures investment growth on a per-year basis. Learn how to calculate CAGR manually in Excel and with the MarketXLS =CAGR() function for portfolio analysis.
- 4How to Use a Reverse CAGR Calculator
A reverse CAGR calculation works backward from a target value to the starting amount or growth rate you need. Formulas and Excel examples.
- 5Stock Split Calculator Excel: How to Calculate Share Adjustments and Track Split History
Stock Split Calculator Excel guide covering forward splits, reverse splits, cost basis adjustments, and how to track split history using formulas and MarketXLS functions.
- 6How to Use Z-Scores to Analyze Data in Excel
A Z score is (value minus mean) divided by standard deviation. Calculate it in Excel with STANDARDIZE, AVERAGE, and STDEV.S, and use it to spot outliers in stock data.