Learn how to calculate stock beta in Excel using historical price data and formulas—enhance your investment analysis with this step-by-step guide.

New Excel COPILOT Function tutorial with real world use cases. 👉 Take our AI for Business & Finance Course: 🆓 DOWNLOAD Free ...

Ever feel like you’re spending more time wrestling with Excel than actually analyzing your data? For accounting and finance professionals, the pressure to deliver accurate, insightful reports—often ...

The PMT function is an Excel Financial function that returns the periodic payment for an annuity. The formula for the PMT function is PMT(rate,nper,pv, [fv], [type]). The NPV function returns the net ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Return on investment (ROI) measures the amount of ...

In Microsoft Excel, common size financial statements compare cells against the balance total to determine what percent those figures have increased or decreased. Excel creates a new blank column in ...

Numbers by themselves seldom convey the big picture. Excel Charts makes it easy to illustrate trends in your business, from past expenses and profit to sales forecasts based on previous sales. T*o* ...

According to Gartner, 58% of finance functions employed AI in 2024—a 21-percentage-point jump from the prior year. PwC ...

Despite millions spent on financial software, many finance teams still rely on Excel to close their books and reconcile numbers while preparing them for audit. Two former Microsoft executives view it ...