
401(k)
Calculates the future value of a 401k account.
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Annuity Factors
Quickly calculate annuity factors based upon the interest rate (r) and the number of years (t).
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Assisted Living Annual Increase
Annual % increases of daily benefit
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BlackScholes
Popular method for calculating option prices.
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BlackScholes with Dividend Yield
BlackScholes is a popular method for calculating option prices. This version includes the expected dividend yield.
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Bond (Simple)
This is a basic bond calculator not nearly as complex as the one that comes with the basic set. It solved my homework!
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Bond Breakeven Analysis
Use this to determine when selling a bond at a premium is advantageous. It will show total return with principle to compare to reinvesting the proceeds from the sale into a new bond with a different r ...
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Bond Duration
Calculates the duration of a standard coupon bond. The duration measures how sensitive the bond's price is in relation to interest rate movements. This calculation uses the [[Macaulay methodhttp://ww ...
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Bonds
Calculates corporate and municipal bond investments based on $100, $1,000 or $10,000 par values. Computations include yield, price and accrued interest.
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CAPM
Finds the Capital Asset Pricing Model's required rate of return on an investment.
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Certificate of Deposit
Calculates the value of a CD (Certificate of Deposit). Calculates both Ending Balance and Annual Percentage Yield (APY). APY is used for comparing CDs of different interest rates and compounding perio ...
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Covered Call Options
Covered call is an options strategy whereby an investor holds a long position in an asset and writes (sells) call options on that same asset in an attempt to generate increased income from the asset. ...
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Discount Notes
Calculates price and yield on a discounted note.
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Dividend Discount Model
The Dividend Discount Model or DDM values the price of a stock by discounting expected dividends to the present value. If the price obtained is higher than the actual trading price then the stock is u ...
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Dividend Yield
Dividend yield measures the dividend return to an investor in relation to its share price.
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Financial Statement Analysis
Analyze key financial statement ratios. These ratios are excellent for analyzing multiple investments in the same industry. Ratios include Current Ratio, Quick Ratio, DebttoEquity Ratio, Profit Marg ...
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Finnerty
This model is based on the study "The Impact of Transfer Restrictions on Stock Prices" by John D. Finnerty, Professor of Finance, Fordham University, New York.
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Gain(Loss)
Calculate Gain(Loss) given variables. Also calculate any one of the other variables, given the other known values.
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Gain(Loss) & Proceeds (w/cumulative totals)
This template will calculate capital gains(losses) given number of shrs, purchase price, sales price and commission. It will then keep a cumulative total of these gain(losses) if you have more than on ...
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Gold Price In Kilos
Converting market price of gold per Troy Ounce into a price per kilo of gold
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