Tools Archives - PersonalFinanceLab

Using Spreadsheets – Graphing

Kevin Smith — Thu, 30 Aug 2018 17:30:15 +0000

Having trouble knowing how to communicate your raw portfolio data, into consolidated, comprehensible reports? Look no further. This article details step-by-step instructions on how to use Excel to to graph your portfolio's values.

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Using Spreadsheets – Calculating Profit or Loss From Trades

Kevin Smith — Thu, 30 Aug 2018 17:28:43 +0000

The most important reason you would want to use excel to track your stock portfolio is trying to calculate your profit and loss from each trade. Read this article to step-by-step instructions on how to calculate your profit and loss using Spreadsheets.

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Using Spreadsheets – Calculating Your Daily Returns

Kevin Smith — Thu, 30 Aug 2018 17:27:14 +0000

If you’ve been trading for a long period of time you might have been curious to know what your daily returns were. Excel and Google Sheets can help you efficiently calculate this in a simple way. Suppose we started trading on August 29th, 2017. It is now September 7th and we would like to know Read More...

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Using Spreadsheets – Importing and Formatting Data

Kevin Smith — Thu, 30 Aug 2018 17:25:35 +0000

Before you can consider creating graphs to demonstrate your portfolio values, or calculating the profit and loss of your trades, you need to import data from your portfolio into a spreadsheet, and make some sense of these numbers. Read this article for guidance on how to export data from your portfolio into excel successfully!

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Net Present Value Calculator

admin — Tue, 18 Nov 2014 21:55:14 +0000

Use this calculator to find Net Present Value, based off expected annual growth, cash flow over a variable number of years, and separations of cash flow between investments and operations.

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Timing System

admin — Sat, 23 Mar 2013 20:04:59 +0000

Everywhere you turn there is another proprietary stock market timing system being sold. This is usually a computer program that tries to analyze real-time data for split-second trade decisions

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