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SUM calculations of varying fractions

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    SUM calculations of varying fractions

    Not certain how to title this and hope I'm not over-complicating it. The attached WB is a spreadsheet related to stock trading. The TRADES sheet is a listing (sampling) of all trades and the respective data for each trade. On the RESULTS sheet, in the upper left, I have a calculator. This calculator calculates an annualized net of gain based on all the TRADES data.

    What I want to incorporate into this calculator is the ability to calculate selling x% of shares at different periods of gain and summing them together. In short, I wish to calculate and sum...

    25% of the shares @ .40 gain
    25% of the remaining shares @ 1.00 point gain
    100% of the remaining shares @ exit price

    The calculations would be on all trades that have a max gain of at least .40, and account for trades that may exit lower than either/both of the calculations.

    Not certain I could/want to do all this in one formula. Since I have the columns on TRADES, my thought would be to add appropriate, additional columns and simply add those together.

    Your input would be appreciated.
    Last edited by cableghost; 06-23-2022 at 11:42 PM.

  2. #2
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    Re: SUM calculations of varying fractions

    Solution was to create and sum columns of data.

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