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How do I create an XIRR function based on unique names and between certain dates?

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    How do I create an XIRR function based on unique names and between certain dates?

    I'm trying to create an XIRR function that will calculate the return based on an unique investment names and corresponding cash flows between certain dates. For example, I want to calculate the IRR for Investment A between 01/16/2018 to 5/20/2018 with the following cash flows:

    Investments Dates Amounts
    A 01/15/18 ($55)
    B 01/18/18 ($20)
    B 01/19/18 $9
    B 04/06/18 $6
    A 04/08/18 $24
    A 05/20/18 $40
    B 05/21/18 $7
    A 05/23/18 ($5)

    Start 01/16/18
    End 05/20/18

    The challenge I am having is skipping past the Investment B cash flows and only calculating Investment A. This is a simplified version of what I’m trying to do. The full version has about 50 investment names spread over about 1000 rows. Any suggestions would help. I’ve tried using fncs INDEX, MATCH, OFFSET, COUNTIF.

    The spreadsheet is attached for reference.

    I appreciate the help ahead of time!
    Attached Files Attached Files

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    Forum Expert Pepe Le Mokko's Avatar
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    Re: How do I create an XIRR function based on unique names and between certain dates?

    Rule 08: Cross-posting Without Telling Us

    Your post does not comply with Rule 8 of our Forum RULES. Do not cross-post your question on multiple forums without telling us about your threads on other forums.

    Post a link to any other forums where you have asked the same question. If you have fewer than 10 posts here, you will not be able to post a link, but you must still tell us where else you have asked the question.

    Cross-posting is when you post the same question in other forums on the web. The last thing you want to do is waste people's time working on an issue you have already resolved elsewhere. We prefer that you not cross-post at all, but if you do (and it's unlikely to go unnoticed), you MUST provide a link (copy the url from the address bar in your browser) to the cross-post.

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    Re: How do I create an XIRR function based on unique names and between certain dates?

    OK will amend

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    Forum Moderator AliGW's Avatar
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    Re: How do I create an XIRR function based on unique names and between certain dates?

    I still see no reference to your cross-post. You need to do this if you want help here. By the way, the same rule applies on the other forums where you have posted this.
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How do I create an XIRR function based on unique names and between certain dates?

    Hi. I have the solution ready for you. However, you do need to include the link to the cross-post...
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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