Description
You have a sum to invest – put it all in now or spread it monthly? Compare both approaches month by month using your own expected or historical monthly returns.
- Automatic summary: Lump sum value at end, Monthly (DCA) value at end, Difference (lump − monthly), Winner
- Calculated for you: Lump sum value, Invested this month (monthly plan), Cash waiting (monthly plan), Monthly plan value
- Built-in chart that updates as you type
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
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