Calculate YTD Gain

July 22nd, 2014 by admin admin

Michelle has a template that lists the investments made by her clients. On a monthly basis, she has to check the prices of these investment and calculate the paper gain for up to 3 years. Currently, the gains are calculated manually and she would like to find out if the calculation can be  done automatically by Excel. Watch this video and find out how to arrange the data and apply the appropriate formulas to get the answers Michelle wanted.

Leave a Reply

You must be logged in to post a comment.