內容簡介
你可以創建自定義投資，包括：起始支出、按百分比計算的定期收入（息票），到期攤銷（適用於債券），付款頻率和二級市場工具的價格。
Investment Decision Helper將計算和比較回報率，幫助你做出正確的選擇。
註：版本1.0.2仍然可用於那些不想添加額外“付款頻率”選項的用戶。無論如何，年金付款方案將對工具表現出相同的行為。
使用方法
輸入投資成本。
輸入息票或定期收入率（利率）。
輸入收息次數。
（可選）在需要的情況下，輸入最後攤銷（債券可以假定100％，否則可省略）。
（可選）在二級市場買賣時，按百分比輸入工具價格。
（可選）選擇收入頻率。除非選擇其他選項，否則將考慮儀器的基本回報“年度”。
（可選）對於預先計算的回報，在相應單元格中輸入相應的回報率。它將覆蓋先前添加的每個信息（除了“頻率”）。此選項不會顯示在圖表中，因為沒有“起始支出”或“息票”可獲得相應的淨現值（NPV）。
單擊“提交”按鈕，查看顯示兩種工具回報率的新框。優選方案的顯示為綠色，圖表將顯示IRR更改時NPV的行為。
外掛標籤
開發者團隊
📦 歷史版本下載
原文外掛簡介
You can create custom investments adding: Starting Expenditures, regular income in percentage (coupon), amortization at the end (useful for Bonds), payments frequency and price of the instruments in the secondary market .
Investment Decision Helper will calculate and compare the return rates, and help you make the right choice.
Note: Version 1.0.2 will still be available for those who are unwilling to add the additional Payments Frequency option. In any case, the Annual Payments scheme will show the same behaviour for the instruments.
Usage
Enter the cost of the investment.
Enter the coupon or periodic income rate (interest rate).
Enter the number of times the interest will be received.
(Optional) Enter de last amortization in case you need it (You can assume 100% for Bonds, otherwise omit it).
(Optional) Enter de Price of the instrument in percentage in case it is negotiated in secondary markets.
(Optional) Select the income frequency. Base returns for instruments will be considered “Annual” unless you select a different option.
(Optional) For pre-calculated return, place the corresponding Return rate. It will override every information added in previous cells (except “Frecuency”). This option won’t be placed in the chart since there’re no “Starting Expenditure” or “Coupon” to obtain the corresponding “NPV”.
Click on “submit” button and look at the new box showing the return rates of both instruments. The preferred option will be featured in green, and a chart will show you the NPV behavior as IRR changes.
