Inside Microsoft Excel

Calculate the APY for your investments and see where your finances stand

Inside Microsoft Excel

by Stephen Nebel

Dickens began A Tale of Two Cities with: “It was the best of times, it was the worst of times …” Lately, the general investing environment has been much like that, except without the first part. In this article, we’ll look at a worksheet that you can use to calculate true APY (Annual Percentage Yield) performance numbers for savings, brokerage, Keogh, IRA, 401(k), and similar accounts. If you’ve got the nerve, create[…]


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