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Track High Price of Stock from Date of Purchase

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    Track High Price of Stock from Date of Purchase

    I am a relative newcomer to the world of Excel but know enough to get around.

    I am trying to figure out the cleanest way to track the high-water mark of the price of a stock I own ONLY AFTER my date of purchase.

    Each day I log on, a VLookup pulls up the recent stock price. How can I create a formula that will store this price and compare it to the stock price the next time I log in and save the highest of the two prices for the next day's comparison.

    Day 1 $10
    Day 2 $11- The $10 is replaced by $11
    Day 3 $10- The $11 is retained.
    Day 4 $12- The $11 is replaced by $12.

    Any assistance would be greatly appreciated!!

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    Re: Track High Price of Stock from Date of Purchase

    Assuming your "Import" pulls the data into a certain sheet and your LOOKUP formula to show the current price is stored in a specific cell, let's say A1, you could create a circular formula in B1 that shows the greater of the two values... A1's current value or B1's own current value.

    =MAX(A1, B1)

    THe only way that works is if you turn on "iterations" so a formula in B1 that references B1 is allowed.

    FILE > OPTIONS > FORMULAS > CALCULATION OPTIONS > [x] Enable iterative calculation.

    That should do it.
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    Re: Track High Price of Stock from Date of Purchase

    Thanks! This seems to work well!

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    Forum Expert JBeaucaire's Avatar
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    Re: Track High Price of Stock from Date of Purchase

    I've marked this thread as SOLVED for you.

    Next time, select Thread Tools from the links above to mark a thread as SOLVED. Thanks.

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