Excel Model: Financial Instrument Comparison

عنوان: Financial Instrument Comparison

 وصف:

 

This spreadsheet is designed to help users compare different financial instruments based on various criteria. It includes sections for setting up the comparison, recording details of each instrument, and summarizing the comparison results. Key components include:

  • يثبت: Initial configuration of the spreadsheet to establish comparison parameters, including risk level and liquidity.
  • Financial Instrument Comparison: A detailed comparison of various financial instruments, including initial investment, risk level, expected return, liquidity, final value, time period, variance percentage, and tax implications.

 

نصائح/إرشادات:
  • يثبت:
    • Ensure all initial configurations are correct before recording financial instrument details.
    • Regularly update the comparison parameters as needed.

  • Financial Instrument Comparison:
    • Accurately record each financial instrument’s details to ensure precise comparisons.
    • Review comparison results to identify the best investment opportunities based on your criteria.

مصدر: حاسبة مخصصة

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مثال على استخدام الآلة الحاسبة:

مثال تفصيلي لاستخدام جدول البيانات: المهام التي يجب على المستخدم إكمالها:

 

  1. قسم الإعداد:
    • Enter the risk levels and liquidity options.
      • Example values: Risk Level – Low, Medium, High, Very Low, Very High; Liquidity – Low, Medium, High.

  2. Financial Instrument Comparison:
    • Enter details of each financial instrument including initial investment, expected return, and tax implications.
      • قيم المثال:
        • Stock A: Initial Investment – $10,000, Risk Level – High, Expected Return – 8%, Liquidity – Medium, Final Value – $14,693.28, Time Period – 5 years, Variance Percentage – 47%, Tax Implications – Capital gains tax.
        • Bond B: Initial Investment – $20,000, Risk Level – Low, Expected Return – 4%, Liquidity – High, Final Value – $24,333.06, Time Period – 5 years, Variance Percentage – 22%, Tax Implications – Interest income tax.
        • Mutual Fund C: Initial Investment – $15,000, Risk Level – Medium, Expected Return – 6%, Liquidity – Medium, Final Value – $20,073.38, Time Period – 5 years, Variance Percentage – 34%, Tax Implications – Diversified holdings.
        • Real Estate Investment Trust (REIT): Initial Investment – $25,000, Risk Level – Medium, Expected Return – 5%, Liquidity – Low, Final Value – $31,907.04, Time Period – 5 years, Variance Percentage – 28%, Tax Implications – Dividends taxed at lower rate.
لماذا تعتبر الآلة الحاسبة التفاعلية مفيدة:

This spreadsheet consolidates all information related to different financial instruments in one place, making it easier to compare them based on various criteria. By providing a clear view of each instrument’s performance and characteristics, it helps users make informed decisions to optimize their investment portfolio.

 

مصدر: جدول بيانات مخصص

خاتمة:

The Financial Instrument Comparison spreadsheet is an invaluable tool for managing and optimizing investments by comparing various financial instruments based on key criteria. By providing a detailed and organized approach to recording and comparing investment options, it helps users achieve financial stability and growth while making informed decisions. Regular updates and reviews ensure that the investment strategy remains aligned with changing goals and market conditions.

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