Formula Library
Investment Formulas
Google Sheets formulas for ROI calculations, portfolio analysis, and investment performance tracking with practical examples.
CAGR (Compound Annual Growth Rate)
intermediateMeasure the smoothed annual return of an investment, portfolio, or asset over any time period using Google Sheets formulas.
=(ending_value/beginning_value)^(1/years)-1 Dividend Yield
beginnerCalculate the annual percentage return from dividends relative to stock price with a simple Google Sheets formula.
=annual_dividend / current_price Dollar Cost Averaging
beginnerCalculate your average cost per share when investing a fixed amount regularly using a Google Sheets spreadsheet formula.
=total_invested / total_shares Internal Rate of Return (IRR)
advancedCalculate the annualized return rate of an investment with multiple cash flows over time using Google Sheets IRR function.
=IRR(cash_flows) Net Present Value (NPV)
advancedCalculate the current dollar value of future cash flows, discounted at your required rate of return.
=NPV(discount_rate, cash_flows) + initial_investment Net Worth Growth Rate
beginnerCalculate how fast your net worth is growing year-over-year to track financial progress in a Google Sheets spreadsheet.
=(current_net_worth - previous_net_worth) / previous_net_worth Portfolio Allocation Percentage
beginnerCalculate what percentage of your total portfolio each investment represents using a simple Google Sheets formula.
=investment_value / total_portfolio_value * 100 Real Return (Inflation-Adjusted)
intermediateCalculate investment returns adjusted for inflation to see actual purchasing power growth with Google Sheets formulas.
=(1 + nominal_return) / (1 + inflation_rate) - 1 Return on Investment (ROI)
beginnerCalculate the percentage return on an investment relative to its cost using a simple Google Sheets formula and examples.
=(current_value - initial_investment) / initial_investment * 100 XIRR (Irregular Cash Flows)
advancedCalculate investment returns when cash flows occur at irregular intervals using the XIRR function in Google Sheets.
=XIRR(cash_flows, dates)