Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

This post explains how to calculate Weighted Average in Excel with percentages. In a standard arithmetic average where the sum of values is divided by the number of values, each data value is treated ...

Stock buybacks have become all the rage, and many companies routinely return capital to investors by repurchasing their shares. Yet not all companies do a good job of timing their stock repurchases.

Calculating average inventory is an effective tool for cost control and decision-making purposes. The figures indicate the amount of inventory your company is using daily, which allows you to ...

Sales revenue represents the money a company generates from selling products and services, with which it must pay operating expenses and creditors. Rising sales can help a business achieve a ...

Average trade price helps track investment performance and calculate capital gains tax. It's calculated as a weighted average, considering share quantity and price. Example: Buying stock in phases ...

If you bought all of your stock in a single transaction, it's easy to determine how your investment is performing. Simply look at the current share price and compare it to the price you paid. However, ...

Have you ever found yourself wrestling with Excel formulas, trying to calculate moving averages or rolling totals, only to end up frustrated by the constant need for manual adjustments? You’re not ...

With more than 50 million redeemed miles under her belt, Becky Pokora is a rewards travel expert. She's been writing about credit cards and reward travel since 2011 with articles on Forbes Advisor, ...

Invested capital equals the sum of all cash that has been invested in a company over its life with no regard to financing form or accounting name. In our calculation of ROIC, we use a time-weighted ...