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Advanced Investment Economics. Use Investment Economics either to create multiple capital investment analysis schedules (Add Project) and automate the calculations of after tax Net Present Value and Internal Rate of Return plus the Effective rate of return (Compute Rate), expand each table to display the entire investment schedule (Show or Graph Cash Flow), compare any two selected projects and find the maximum NPV (Compare Projects) or compare all projects for the maximum NPV (Compare Multiples), calculate the payback and return on investment; Or use the Add Projects and Compute Rate commands to calculate the effective interest rate on any portfolio of investments using multiple compounding periods.. |
| To establish a portfolio of investment projects that meet your investment criteria overall (calculates Yes or No decisions) use the Capital Budgeting command in Portfolio. (Investment Economics calculates outputs which are needed as inputs within the Portfolio add-in). | |
| Investment functions: Including new time value of money functions for Excel. See screen example. |
You can generate any number of investment analysis tables similar to the one below. You select the rules for each analysis table (number of rows, project life, minimum acceptable internal rate of return target (MARR%), compounding periods, 365/360 days, and optional depreciation type, tax rates etc). The table can be used to calculate net present worth, the internal rate of return and the effective annual yield of any investments over any time period.
The table sizes are flexible. You can add as many extra investment rows and cash flow rows as you want to the tables via the Define Project dialog form. The screens displayed below show only a sample of the solution tables that can be constructed with Investment Economics. The instruction arrow directions in the screens below are supplied by the Instructions template, not by the add-in. The colored cells within the tables are calculated values.
When you choose to include taxes and depreciation, the table generated by the add-in reports the internal rate of return and net present worth (value), as shown below.

You can expand the analysis data to display (or Graph) all periodic cash flows. The cash flow table is dynamic. Change any value and recalculate Net Worth and IRR.

You can compare several alternative investments with Investment Economics, in quick time. Each separate table below displays the analysis for three alternative investment options.

Scroll down the page for a summary of project comparisons for net worth.

Alternatively, switch the tax and depreciation options off and turn to multiple compounding periods per annum to calculate the effective interest rate of one or more investments.
In the (simplified) example below, two different bonds are compared to establish which has the higher rate of return. You can choose monthly compounding, daily 365 days, daily 360 days or any other number of periods per annum, and expand the number of investments to any number. Calculate the consolidated IRR value (the nominal interest rate) and effective annual interest rate values for the entire investment portfolio.

You can calculate the differing nominal interest rates (IRR) that yield identical effective interest rates in a snap with Economics.


New Versions
New versions of the add-ins are released constantly. The screens above may have been improved beyond the images provided on this page. Refer to the instruction templates for description of added features and improvements. Buyers of our Add-In Collections receive upgrades automatically.
Single or Multi System Editions
Solutions (and functions) are linked to the add-in that creates them. When opened on another computer the reference includes a path to the add-in located on the originating system. Multi system editions provide a Links/Freeze function. Links/Freeze allows you to Freeze the output results created by system 1, copy to another system 2 with the add-in installed, then all outputs display in 2 (and systems 3, 4, 5, etc.). To run this add-in on several systems (work, laptop and at home) you need the multi system edition.
Add-In Menus
The add-in menu on this page is available in Mac versions of Excel. In Windows Excel, the add-in installs into the PJ_MLNS menu which is located on the toolbar. The add-in menu as shown does not display in Windows Excel.
New Excel add-ins provide ready made solution models for forecasting, business economics, portfolio optimization, business resource optimization and material planning that you can use as in business and investing. Powerful new tools for operations management.
Keys to Success # 1. Forecasting.xla. To develop forecasts with a high level of accuracy gives you the a key to successful business planning. Use Forecast.xla and produce fast and accurate time series forecasts incorporating best fit equations (choose the most accurate forecasting model) using moving averages, exponential smoothing, regression and exponential smoothing with a trend (double exponential smoothing).
Keys to Success # 2. Investment Economics.xla. To be able to forecast investment returns with a high level of accuracy gives you a key to achieving successful business investments. Economics.xla produces fast and accurate financial models that determine the time value of money returns from your business investment projects. Provides Net Worth & IRR calculations, pay back. Compare an infinite number of alternative projects.
Keys to Success # 3. Portfolio (investments optimization).xla. To learn how to balance acceptable risk with real measured rates of return from stocks held in any securities portfolio successfully gives you a key to successful investing. Portfolio.xla optimizes portfolios (percentage holdings for a mix of stocks) for any number of securities using LP (linear programming) optimization software. No knowledge or experience with linear programming is required (the add-in creates the model and solves for the maximized solution).
Keys to Success # 4. Process Flow (Materials and Resources optimization).xla. Plan for maximum profits, locate resource bottlenecks, defines current constraints on materials or resources on hand using Process.xla. Process.xla gives you the key for business success using LP (linear programming) optimization software to calculate the maximum profit process flow. No knowledge or experience with linear programming is required (the add-in creates the model and solves for the maximized solution). Process.xla constructs materials and resource flow models that mirror your operations, locates bottlenecks, finds most profitable utilization of materials and resources.
Keys to Success # 5. MRP.xla.. The MRP add-in create dynamic materials requirement planning (MRP) spreadsheets and tables that optimizes the least cost solution for users' manufacturing requirements. Including material purchasing, defines minimum inventory levels, least cost production scheduling. No previous experience with MRP is required. The add-in creates the MRP spreadsheets. Instructional templates guides and tutorial examples included.
Requires MS Excel 97 or later
Platform : Windows XP/Me/9x/NT/2000/2003 or Mac OS
30 day money-back guarantee!
You also may want to see Millennium Financial Excel Templates
Please see also:
Business & Finance
Material Resources Planning Systems Accounting Amortization Business Business Plan Automation Finance
Info Managers Inventory Systems Bar Code Fonts Legal Planners/Schedulers Presentation Tools
Project Management Internet Marketing
Management Systems (
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Real Estate Vehicles Venture Capital
Business Using Mail, Phone, or Email
Publishing Gem Management Rental Repair Travel )
Software for MS Excel (Accounting Analysis Budgeting Calculators Cars Cash Flow Charting Checks Converters E-Books Finance Forecasting Employment Inventory Investment IRR Management Marketing NPV Planners Project Management Quality Control Schedulers )