Correlation analysis between asset classes can also be done effectively. By leveraging Excel’s capabilities, investors can make informed decisions, manage risk, and optimize returns.

Learn how to calculate the net present value (NPV) of your investment projects using Excel's XNPV function.

How to Use Excel to Calculate a Bond's Yield to Call. Bonds are investment vehicles that make regular coupon payments until maturity, at which time the bond's face value is paid.

Key Points Use Excel to calculate daily returns and standard deviation to gauge stock volatility. Annualize volatility by multiplying daily standard deviation by the square root of 252.

Use Microsoft Excel to calculate EBITDA (earnings before interest, tax, depreciation, and amortization) profit margin.

A straight ranking result is easy using one of Microsoft Excel’s ranking functions. Calculating a conditional rank is even easier if you let an Excel PivotTable do all the work.