New Mathematical Functions—SI Pro

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Beginning with Stock Investor 3.5, we have added a variety of mathematical expressions that you can use in creating custom fields within the Custom Field Editor. You can access these expressions from the pulldown menu on the lower right side of the Custom Field Editor (Figure 1). The expressions now available in Stock Investor Pro include:



Stock Investor Pro

Returns the absolute value of [x].


Returns 45.00
Returns 45.00


Returns the next highest integer that is greater than or equal to [x]. Rounds the number whose next highest integer CEILING() returns.

CEILING (-10.9)

Returns 11.00
Returns –10.00


Returns the value e^[x]. The value of e, the base of natural logs, has an approximate value of 2.72.


Returns 1.00
Returns 2.72

FV([x], [y], [z]))

Returns the future value of a financial investment. [x] represents the constant periodic payment (in decimal format), [y] is the periodic interest rate (if payments are made monthly, divide the annual interest rate by 12), and [z] is the number of periods over which the payments are made. The function assumes that payments are made at the end of each period.

FV(100, 0.10, 20)

Returns 5727.50


Returns the nearest integer that is less than or equal to [x].


Returns 5.00
Returns –6.00

GrowthRate([x], [y], [z])

Returns the compounded growth rate from [y] to [x] over [z] periods.

GrowthRate(1000, 100, 5)

Returns 58.50

IIF([x], [y], [z])

Evaluates the logical expression [x] and then returns one of two expressions. If [x] is true, IIF() returns [y]. If [x] is false, IIF() returns [z].

IIF(2<10, 0, 20)

Returns 0


Evaluates [x] and returns the integer (non-fraction) portion of the expression.


Returns 22.00
Returns –22.00


If the value of [x] is NULL, 0 is returned, otherwise 1 is returned.

MAX([x1], , [xn])

Evaluates a set of expressions—x1, , [xn] (up to 24 values) and returns the expression with the highest value.

MAX(0, 5, -2, 10, 3, 15, 4)

Returns 15.00

MIN([x1], , [xn])

Returns the lowest value in the list from [x1] to [xn] (up to 24 values).

MIN(5, -10, 7, -14, 9)

Returns –14.00

PAYMENT([x], [y], [z])

Returns the payment amount on a loan with beginning principal [x], fixed interest rate per period in decimal format [y] (if monthly payments are made on the load but the interest rate is annual, divide the annual interest rate by 12), and the total number of payments [z]. The function assumes a constant periodic interest rate and that payments are made at the end of each period.

PAYMENT(10000, 0.10, 10)

Returns 1627.45

PV([x], [y], [z])

Returns the present value of an investment where [x] is the periodic payment amount (assumes that payments are made at the end of the period), [y] is the periodic interest rate in decimal format (if the interest rate is annual and payments are made monthly, divide the annual interest rate by 12), and [z] is the total number of payments.

PV(100, 0.10, 10)

Returns 614.46


Returns a 1 if [x] is positive, –1 if [x] is negative, and 0 if [x] is zero.


Returns 1.00
Returns –1.00
Returns 0.00