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Please feel at home to download tadXL for FREE, currently valued at US$119
 
Whether you require analyzing a single investment to find investor's ROI or are eager to evaluate a whole portfolio of investments, tadXL will deliver the results. And how about analyzing a "portfolio of portfolios" or even a portfolio of "portfolios of portfolios"
 
tadXL v2.5 allows one dimensional financial analysis, the next many iterations of tadXL will allow for N-dimensional financial analysis starting with 2 dimensional TVM equation in v3.0 followed by 3 dimensional time value of money equation in v4.0 and moving upwards
 
Free 32-bit tadXL v2.5 full versionFREEDownload Now
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In near future you will be get to download newer versions of tadXL v3.0, v4.0, v5.0, v6.0, v7.0, v8.0, v9.0 and v10.0
 
Don't be surprised if you find out that Microsoft has copied ideas from tadXL to offer similar financial functions in its upcoming Excel 2015. And you thought Microsoft would respect others copy protected work, yet that is not the case this time with that software Giant pirate
 
Profitability index

3 Dimensional TVM Equation

Excel Financial PI function in tadXL v4.0 (code named CUBE)

  1. tadPI ( {rates, inflation, exchange_rates, tax_rates, cashflows, frequencies, types, compoundings, periods, concentrations, hair_cuts, rate_rigged_by}... )
  • tadPI ( {rates, inflation, exchange_rates, tax_rates, cashflows, frequencies, types, compoundings, periods, concentrations, hair_cuts, rate_rigged_by}... )


  • Data output

    Project # 1Financial PI1.0821273691927
    Project # 2Financial PI20.631927182997
    PortfolioFinancial PI1.2509564202227

    2 Dimensional TVM Equation

    Excel financial PI function in tadXL v3.0 (code named MATRIX)

    1. tadPI ( rates, inflation, exchange_rates, tax_rates, cashflows, frequencies, types, compoundings, periods, concentrations, hair_cuts, rate_rigged_by )
  • tadPI ( rates, inflation, exchange_rates, tax_rates, cashflows, frequencies, types, compoundings, periods, concentrations, hair_cuts, rate_rigged_by )


  • Data output

    PI =

    Excel Financial PI function in tadXL v2.5

    1. tadPI ( discount rate, cash flows, compounding, period, concentration )
    2. tadPISchedule ( discount rates, cash flows, compounding, period, concentration )
    3. tadXPI ( discount rate, cash flows, dates, compounding )
    4. tadXPISchedule ( discount rates, cash flows, dates, compounding )

    tadPI ( discount rate, cash flows, compounding, period, concentration )


    %










    Data output

    Financial PI

    tadPISchedule ( discount rates, cash flows, compounding, period, concentration )











    Data output

    Financial PI

    tadXPI ( discount rate, cash flows, dates, compounding )


    %




    Data output

    Financial PI

    tadXPISchedule ( discount rates, cash flows, dates, compounding )





    Data output

    Financial PI

    The financial PI is an acronym for profitability index which is one of the many tools used by an analyst to perform investment analysis. The analyst is tasked with finding an investor's return on investment and the financial PI helps her in doing this task. The financial PI is a ratio of discounted profits over discounted expenses where the company's cost of capital is used as the discount rate for discounting the money amounts. Here I present you with a financial PI document as a Word file that will examine finding profitability index of an investment. It will provide the definition of financial PI giving you the formulas need to find the profitability index. It will also demonstrate example calculation of profitability index of an investment using sample data for an investment.

    Finding profitability index in Excel

    Up until Excel 2013, there weren't any financial functions in Excel to find the profitability index or any of the other financial measures of return on investment - ROI. In March 2012, tadXL was launched offering a large set of financial functions for the Excel 2007, 2010 and 2013. None of these financial functions were available in Excel at least up till 2013. Not sure why but if Microsoft does indeed release its own set of financial functions for the upcoming Excel 2015 or 2016 then most likely these financial function would be copies of those that are already part of tadXL add-in. So what gives a big company such as Microsoft that has had the same old list of financial functions since 2000 has now decided to introduce new financial functions. Copyrights are protected by law, I assume Microsoft knows that so we will take a wait and see approach to find out what they cooking up in Redmond, Washington for the next version of Excel 2015 or 2016.

    Using tadXL functions such as tadPI, tadPISchedule, tadXPI and tadXPISchedule finding profitability index in Excel 2007, 2010 and 2013 becomes really easy. Let us now briefly look at each of these three financial functions in tadXL to find financial PI using Excel:

    =tadPI( rate, cash_flows, type, compounding, period, distribution )
    =tadPISchedule( rates, cash_flows, type, compounding, period, distribution )
    =tadXPI( rate, cash_flows, dates, type, compounding, period, distribution )
    =tadPISchedule( rates, cash_flows, dates, type, compounding, period, distribution )