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Excel 2007 : Running XIRR in Excel via a User Defined Function

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    Running XIRR in Excel via a User Defined Function

    I created a user defined function called FilterXIRRNew in Excel 2003 that takes in a bunch of arrays, does some processing and filtering and finally calls the built in XIRR function in excel to calculate the IRR for a series of cash flows. The function worked fine in Excel 2003

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    This function worked fine in Excel 2003. Now that I have opened the file in 2007, FilterXIRRNew is no longer working properly. The code works fine upto the line where it calls the in built XIRR function. I have enabled Macros in Excel 2007 and also installed the Add-In that contains the built-in XIRR function. The XIRR function works properly byitself. I am only having trouble with my user defined FilterXIRR function.

    Any help would be very much appreciated.
    Thanks.

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    Forum Expert shg's Avatar
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    Re: Running XIRR in Excel via a User Defined Function

    Can you use the XIRR function successfully as a UDF in the 2007 add-in?

    Try
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    Cool Re: how to I use XIRR to calculate returns for selected stocks in my portfolio

    Using XIRR for the a series of all stocks is pretty straightforward when you have recorded all transactions in terms of cashflows with their respective dates.

    But if I want to calculate returns for exixting stocks within that portfolio, then I need to match and pass arguments to the xirr function only for those specific assets.

    Something like SUMIF, but unfortunately there is no XIRR if.

    How do I get this done. Its been driving me nuts. I guess there is a way to write a macro or VBA function to pass arguments of that specific stock (and sorted in the ascending order of dates as XIRR needs) to the XIRR function.

    But I dont know much of macros or VBA to do this.!!!...pls help

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    Valued Forum Contributor rwgrietveld's Avatar
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    Re: Running XIRR in Excel via a User Defined Function

    pinnacle,

    Please start your own new thread! and refer to this one if necessary.
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    Ave,
    Ricardo

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    Forum Expert teylyn's Avatar
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    Re: Running XIRR in Excel via a User Defined Function

    Hi pinnacle,

    welcome to the forum. As rwgrietveld points out ...

    Your post does not comply with Rule 2 of our Forum RULES. Don't post a question in the thread of another member -- start your own thread. If you feel it's particularly relevant, provide a link to the other thread.

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