Formula Library
Investment Formulas
ROI calculations, portfolio analysis, and investment performance tracking formulas.
CAGR (Annualized Return)
intermediateCalculate the compound annual growth rate - the smoothed annual return of an investment over time.
=(ending_value/beginning_value)^(1/years)-1 Dividend Yield
beginnerCalculate the annual percentage return from dividends relative to stock price.
=annual_dividend / current_price Dollar Cost Averaging
beginnerCalculate your average cost per share when investing a fixed amount regularly.
=total_invested / total_shares Internal Rate of Return (IRR)
advancedCalculate the annualized return rate of an investment with multiple cash flows over time.
=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.
=(current_net_worth - previous_net_worth) / previous_net_worth Portfolio Allocation Percentage
beginnerCalculate what percentage of your total portfolio each investment represents.
=investment_value / total_portfolio_value * 100 Return on Investment (ROI)
beginnerCalculate the percentage return on an investment relative to its cost.
=(current_value - initial_investment) / initial_investment * 100 XIRR (Irregular Cash Flows)
advancedCalculate investment returns when cash flows occur at irregular intervals, not fixed periods.
=XIRR(cash_flows, dates)