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Tool for teaching fundamentals of investment analysis and decision-making

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Financial_Analysis

This Python script is designed as a comprehensive tool for teaching fundamentals of investment analysis and decision-making. The script assumes all investments will be discounted to year 0 (cash_flows[0]).

Its functionalities include:

Financial metrics calculation:

Net Present Value (NPV): Measures the profitability of an investment, considering the time value of money.
Internal Rate of Return (IRR): Determines the discount rate at which the NPV of cash flows equals zero.
Simple Payback Period (SPB): Calculates how long it takes to recover the initial investment without discounting future cash flows.
Discounted Payback Period (DPP): Accounts for the time value of money while determining the payback period.
Profitability Index (PI): Indicates the return per unit of investment.

Visualization of Results:

Discounted Cash Flows: A bar chart showing the present value of each cash flow.
Cumulative Discounted Cash Flows: A line chart highlighting the break-even point.
NPV Sensitivity Analysis: A line chart that demonstrates how NPV changes with varying discount rates, helping to assess the robustness of the investment under different scenarios.

Integrated Output:

Presents all calculated metrics in a clear, tabular format.

This script helps determine whether an investment is financially viable and provides tools to analyze its sensitivity to changes in discount rate assumptions.

Utilidad con fines docentes
@author: Fernando García Bastante
Universidad de Vigo

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