+ Reply to Thread
Results 1 to 2 of 2

Date Wise Portfolio Value

  1. #1
    Registered User
    Join Date
    04-22-2019
    Location
    Kolkata
    MS-Off Ver
    2016
    Posts
    7

    Date Wise Portfolio Value

    Hi,
    I am creating a log of trades in the stock market (file attached). Now I need to plot the portfolio value on each date. However, trades might not be happening everyday. Is there a way I can get a value for my networth each day ? It would also be nice to display the annualised return as a callout on the netwroth curve.

    Thanks.
    Attached Files Attached Files

  2. #2
    Forum Guru
    Join Date
    08-28-2014
    Location
    USA
    MS-Off Ver
    Excel 2019
    Posts
    17,535

    Re: Date Wise Portfolio Value

    An easy way may be to produce a helper column for each stock as modeled in the attached copy of the file. The helper columns are populated using:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    Column is then populated using: =SUM(K2:M2)
    Let us know if you have any questions.
    Attached Files Attached Files
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] calculate the duration Month wise ( total days in to period wise )
    By abuharvey in forum Excel General
    Replies: 4
    Last Post: 10-16-2018, 07:33 AM
  2. [SOLVED] Using formulas show the ranking wise top products qty month and status wise
    By Chinnavenky in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 08-30-2016, 02:01 AM
  3. [SOLVED] need to arrange column wise data to row wise with monthly wise
    By alok.gupta4ever in forum Excel Programming / VBA / Macros
    Replies: 11
    Last Post: 07-03-2016, 11:11 AM
  4. [SOLVED] date wise /name wise total with round function
    By hkbhansali in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 08-03-2014, 11:37 AM
  5. [SOLVED] Plotting Year wise maximum value & occurance date - the input date is in text format.
    By thilag in forum Excel Formulas & Functions
    Replies: 6
    Last Post: 07-08-2014, 06:34 AM
  6. Capture Date of highest value of stock Portfolio
    By fkatona in forum Excel - New Users/Basics
    Replies: 4
    Last Post: 04-24-2013, 08:35 PM
  7. [SOLVED] I want change the data row wise to coloum wise & coloumn wise to row wise.
    By satputenandkumar0 in forum Excel General
    Replies: 3
    Last Post: 12-20-2012, 08:34 AM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1