Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Yarilet Perez is an experienced multimedia ...

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

ROI is an important measure of an investment's performance but it has some drawbacks. Reviewed by Margaret James Fact checked by Jared Ecker Return on investment (ROI) is a ratio that measures the ...

Q. How do I spill formulas in Excel? A. Spilling is a feature available in Excel 365 and later versions. With spilling, you can create a formula in one cell, and that formula will then spill over into ...

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 ...

Excel’s formula bar has limitations that make writing, debugging, and managing complex formulas challenging. A new tool, the Advanced Formula Environment (AFE), developed by Microsoft for Excel 2019 ...

Formulas are powerful tools for performing calculations and analyzing data in Excel. In this beginner’s guide, you’ll learn how to use formulas and explore some popular built-in functions. One of the ...

Formula investing promises investors a systematic, rules-based approach to outperforming the market. In their December 2024 paper "Formula Investing," Marcel Schwartz and Matthias Hanauer evaluated ...

Not everyone is an Excel spreadsheet expert and you may not always know how to write the formulas you need for a given data set. If you're having trouble figuring out the right formula for your data ...