where to find excel template for ROI stocks/mutual funds
 

Can anyone suggest a download site to obtain a pre-formatted ss that will
provide ROI results for multiple years, months cash flows/balance in a
brokerage account.

Another words, I want to know my ROI in my acccount on a montly basis over 5
years.

where to find excel template for ROI stocks/mutual funds
 

I think you will find the Xirr() function helpful.
If you get a #NAME error: ToolsAdd-ins, check Analysis Toolpak

--
Kind regards,

Niek Otten

"Treasur2" wrote in message ...
| Can anyone suggest a download site to obtain a pre-formatted ss that will
| provide ROI results for multiple years, months cash flows/balance in a
| brokerage account.
|
| Another words, I want to know my ROI in my acccount on a montly basis over 5
| years.

where to find excel template for ROI stocks/mutual funds
 

Thank you for the function. However, what I'm looking for is a pre-formatted
spreadsheet. Not one I have to make myslef.

"Niek Otten" wrote:

I think you will find the Xirr() function helpful.
If you get a #NAME error: ToolsAdd-ins, check Analysis Toolpak

--
Kind regards,

Niek Otten

"Treasur2" wrote in message ...
| Can anyone suggest a download site to obtain a pre-formatted ss that will
| provide ROI results for multiple years, months cash flows/balance in a
| brokerage account.
|
| Another words, I want to know my ROI in my acccount on a montly basis over 5
| years.

where to find excel template for ROI stocks/mutual funds
 

Check out:

http://office.microsoft.com/en-us/te...589891033.aspx

--
Gary's Student


"Treasur2" wrote:

Thank you for the function. However, what I'm looking for is a pre-formatted
spreadsheet. Not one I have to make myslef.

"Niek Otten" wrote:

I think you will find the Xirr() function helpful.
If you get a #NAME error: ToolsAdd-ins, check Analysis Toolpak

--
Kind regards,

Niek Otten

"Treasur2" wrote in message ...
| Can anyone suggest a download site to obtain a pre-formatted ss that will
| provide ROI results for multiple years, months cash flows/balance in a
| brokerage account.
|
| Another words, I want to know my ROI in my acccount on a montly basis over 5
| years.

where to find excel template for ROI stocks/mutual funds
 

your going in the right direction, but this appears to me to be for a one
time analysis and not desiged for what I"m looking for.

Looks like I'm on my own. I am quite capable of doing this, I was just
looking to save time.

Thanks for the formula and your efforts.

"Gary''s Student" wrote:

Check out:

http://office.microsoft.com/en-us/te...589891033.aspx

--
Gary's Student


"Treasur2" wrote:

Thank you for the function. However, what I'm looking for is a pre-formatted
spreadsheet. Not one I have to make myslef.

"Niek Otten" wrote:

I think you will find the Xirr() function helpful.
If you get a #NAME error: ToolsAdd-ins, check Analysis Toolpak

--
Kind regards,

Niek Otten

"Treasur2" wrote in message ...
| Can anyone suggest a download site to obtain a pre-formatted ss that will
| provide ROI results for multiple years, months cash flows/balance in a
| brokerage account.
|
| Another words, I want to know my ROI in my acccount on a montly basis over 5
| years.