Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors.

How to Use Excel to Calculate the ROI on a Product. "Return on investment" is a financial calculation used to gauge how well the money you invest earns you even more money.

By knowing how to calculate how volatile your portfolio is, you can get a better sense of its potential risk going forward.