In the fast-paced world of financial services, data analysis plays a crucial role in solving complex business problems and extracting valuable insights. Excel, a powerful and versatile tool, has ...

MarketXLS is an early investment research platform to support MCP for Excel-based financial workflows, helping professionals generate complete Excel analysis workbooks faster than ever.

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

AI-driven tools are automating many traditional tasks in financial analysis. Tasks like data gathering, spreadsheet modeling, and report creation that once took a lot of manual effort now get ...

Q. You released an article about using ChatGPT-4o in September 2024. Could you show us more ideas about how to use ChatGPT-4o with Excel? A. In today’s fast-paced accounting world, being efficient and ...

Excel, VBA, basic math skills and background finance knowledge provide a good foundation for using financial models. Suitable for financial projections of all types, models identify and display ...

Financial forecasting gives you critical insights into your business and helps you project future sales and expenses. Let’s look at how you can create your financial projections in Microsoft Excel and ...

One of our small business clients—we’ll call him Bob—recently expanded his one-store, family-run retail operation into a four-store chain. As many small business owners have to do, Bob had to ...

The PMT function is an Excel Financial function that returns the periodic payment for an annuity. The formula for the PMT function is PMT(rate,nper,pv, [fv], [type]). The NPV function returns the net ...

Who says spreadsheets are boring? In a story published last week, "Advisors, Let Go of Excel," Financial Planning contributor and industry executive Brian Leitner fired a warning shot to advisors who ...