When you dive into the world of Excel, you quickly realize the power of its functions. Among these, the INDEX & MATCH formulas stand out as incredibly versatile tools for data lookup and retrieval.

If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.

In this guide, you will learn how to use Excel’s advanced formulas such as INDEX-MATCH, OFFSET, and INDIRECT to enhance your data analysis capabilities. First, let’s explore the INDEX-MATCH ...

Index funds are a type of mutual fund or exchange-traded fund (ETF) that aims to replicate the performance of a specific market index such as the S&P 500. Unlike actively managed funds, where fund ...