Shaxda tusmada
Marka laga hadlayo ganacsiga, waxaan wajahaynaa baahida loo qabo in la cabbiro dhammaan noocyada khatarta Waxa kale oo loo baahan yahay in la tixgeliyo sida isku-darka soo-celinta dhabta ah ay u shaqeyso qaybo dammaanad ah oo ka dhigaya faylalka isbeddelka wakhtiga. Waxaan kuu sharixi doonaa 3 hab oo caqli badan sida loo xisaabiyo Kala duwanaanshaha Portfolio ee Excel .
Soo deji Buug-shaqeedka Dhaqanka
> Xisaabinta Kala duwanaanshaha Bootfooliyada.xlsx
Waa maxay Kala Duwanaanshaha Portfolio?
> Kala duwanaanshiyaha faylalka dhab ahaantii waxa ay tilmaamaysaa qiimaha tirakoobka ee aragtida maalgashiga casriga ah. Waxay cabbirtaa kala firdhisanaanta soo celinta dhabta ah ee faylalka ka soo noqoshada celceliska dhabta ah. Waxaa lagu cabbiraa iyadoo la isticmaalayo weecasho heerka ee mid kasta oo ammaan ah oo isku mid ah faylalka iyo isku xidhka kaydka Kala duwanaanshuhu ku dabaqida qaacidada soo socota:
>> > Portfolio Variance = W1^2 * σ1^2 + W2^2 * σ2^2 + 2 * ϼ1,2 * W1 * W2 * σ1 * σ2 >> Halkee, W = Miisaanka Portfolio kaas oo waxa lagu xisaabiyaa iyada oo loo qaybinayo qiimaha dollarka ee badbaadada wadarta qiimaha dollarka ee galka
σ^2 = Kala duwanaanta hantida
ϼ = Isku xidhka inta u dhaxaysa laba hanti3 Hababka Wacan ee lagu Xisaabinayo Kala Duwanaanshaha Portfolio ee Excel
1. Isticmaalka Qaanuunka Caadiga ah si loo Xisaabiyo Kala duwanaanshaha Portfolio
Habkan, waxaanu si fudud u galinaa qiimahaisla'egta oo xisaabi kala duwanaanshaha faylalka . Waxaan soo qaadanay Dataset ee Stock 1 iyo Stock 2 oo leh qiyamka Stock Value , Ka leexashada caadiga ah iyo Isku xidhka 1 & 2 .
Aynu bilowno xisaabinta kala duwanaanshaha Portfolio-ga ee la rabo
- Dooro unug si aad u cabbirto Miisaanka kaydka . Waxaan doortay unugga C8 gudaha Stop 1 > > Geli qaacidada soo socota: > >>>>>> >>>
=C5/(C5+D5) 0>Halkan, qiimaha saamiyada Stop 1 waxaa loo qaybiyaa wadarta qiimaha saamiyada 
- Hadda, riix ENTER . >
>>- >Si la mid ah, cabbir Miisaanka Saamiga ee Bootfooliyada ee Stop 2 .<13
Halkan, qaacidodu waa:
>>>>>>>>>>>> =D5/(C5+D5)Halkan, qiimaha saamiyada Stock 2 ayaa loo qaybiyay. marka la eego wadarta qiimaha saamiyada
Xisaabinta Kala Duwanaanshaha Bootfolio
>- > Codso qaacidada soo socota:
=C8^2 *(C6^2) +D8^2*(D6^2)+2*C7*C8*D8*C6*D6 Xagee,
C8 = Miisaanka Boostada
C6 = Kala-duwanaanta Qiimaha
D8 = Miisaanka Booska 2
> D6 = Kala leexashada caadiga ah ee kaydka 2> C7= Isku xidhka kaydka 1 iyo kaydka 20
>>
Portfolio Varianc eadeegsigaHabka caadiga ah.Akhri wax dheeraad ah: Sida loo Xisaabiyo Kala duwanaanshaha Excel 3>
- >
- Sida loo Xisaabiyo Kala duwanaanshiyaha Barafka ee Excel (Tallaabooyinka Fudud) > Xisaabi Isku-duwanaanta Kala-duwanaanta ee Excel (3 Hababka)
- Sida loo Xisaabiyo Boqolkiiba Kala Duwanaanshaha Excel (3 Hababka Fudud) > 14>
2. Codsiga Shaqada MMULT si loo xisaabiyo kala duwanaanshaha faylalka
Sida loo xisaabiyo Farqiga Bootfolio waa in la dabaqo Fooshadda MMULT . Shaqada MMULT waxay ku siinaysaa wax-soo-saarka shaxanka laba qaybood oo kala ah.Waxaad u baahan tahay inaad soo ururiso xisaab celin faylaleed ah oo maalgelin ah. Halkan, waxaan u abuuray xogta xogta ee soo celinta faylalka ee shirkadaha GOOGLE , TESLA, iyo Microsoft .
>
>Tallaabooyinka :
- Uruuri xogta sidaan halkan ku sameeyay. >Hadda, tag Data >
- Dooro Data Analysis . >
>- > Ka dooro Daabacaadda ka Faah-faahinta >
- Riix OK .
<2- >
- Geli kala duwanaanta xogtaada Input Range (ie. C5:E13) .
- Soo qaado unug si aad u hesho Isku-xidhnaan soo-saarka (ie. C15 ) > Marka xigta, dhagsii OK .
>
Waxaan yeelan doonnaa Covariances ku yaal unugga la doortay.
>
- > Wax ka beddeldataset. Waxaan ku daray magacyada shirkadaha si toos ah iyo si toos ah
- Waxaan ku daray miisaanka saamiga boqolkiiba si toos ah iyo mid toosan labadaba.
- Hadda, buuxi unugyada madhan. Waxaan dhigay Isku-xidhnaanta la xidhiidha unugyada madhan. >
- Hadda, isticmaal qaacidada soo socota si aad u xisaabiso kala duwanaanshaha faylalka.
=MMULT(MMULT(D16:F16,D17:F19),C17:C19)Halka, isku-dhufashada matrixka 1aad waxa la sameeyaa inta u dhaxaysa D16:F16 iyo D17:F19 . Kadib, isku dhufashada 2aad ee matrixka waxaa lagu sameeyaa sheyga 1aad ee matrixka iyo C17:C19 arrays.
>
>>>>- >Ugu dambayn, taabo ENTER si aad u yeelato Farqiga Portfolio . >
>
Ka akhri wax badan Excel (Tallaabooyinka Degdegga ah)
> 3. Xisaabi kala duwanaanshaha Portfolio Adigoo isticmaalaya SUMPRODUCT iyo SUM FunctionsWaxaan sidoo kale isticmaali karnaa qaacido isku daraya SUMPRODUCTiyo SUMshaqooyinka lagu xisaabiyo Farqiga Bootfolio.>Tallaabooyinka :
- >
- Raac habraac la mid ah kan sare si aad u ogaato 1 Shaqada SUMPRODUCT waxa lagu dabaqaa in lagu dhufto inta u dhaxaysa arraysyada C18:C20 iyo D18:D20 . >
> > 11> - Marka xigta, riix ENTER .
> 
- Isticmaal Buuxi Gacanta >ilaa AutoFill unugyada kale( i. e. E21 & E22 ) . Si isdaba joog ah, codso SUM Function si aad u xisaabiso isu-geynta wax-soo-saarka>.
>
Tani waa hab kale oo aan sidoo kale u xisaabin karno Farqiga Boottooliga .
> Ka sii akhri: Sida loo Xisaabiyo Kala Duwanaanshaha Isticmaalka Shaxda Pivot ee Excel (Tallaabooyinka Fudud)Qaybta Layliska
Halkan ku baro khibrad dheeraad ah.
35>
Gabagabo
Waxaan isku dayay inaan sharaxo 3 habab oo caqli badan sida loo xisaabiyo Kala duwanaanshaha Portfolio ee Excel maqaalkan. Waxaan rajeynayaa in qof walba si fudud u fahmi doono. Wixii su'aalo dheeraad ah, hoos ka faallooda.
