+ Reply to Thread
Results 1 to 6 of 6

Subtotal Question (stock spreadsheet)

  1. #1
    Registered User
    Join Date
    04-01-2020
    Location
    USA
    MS-Off Ver
    Office 365
    Posts
    49

    Question Subtotal Question (stock spreadsheet)

    Hey guys,

    New to the site and first post. I have built myself a nice portfolio tracker for my stocks. The one area I'd like to fix if possible is when you make multiple purchases to an individual stock at different share prices. For example, I would like to have a total cost for that stock instead of each separate purchase. I'd like to sum up 3-4 separate columns (not the entire row) in a table with a lot of information. Is there a function for that or would I need to manually do that? I also have charts setup but it lists everything separately so the true total value is not really showing.

    I know you can't do subtotals with tables so I converted the table and tried that but that doesn't seem like that is what I'm looking for (unless I'm doing it wrong). I don't want subtotals for each row. I feel like there has to be a simple fix for this.

    Anyway, I hope this makes sense and thanks for any help here.

  2. #2
    Forum Guru MarvinP's Avatar
    Join Date
    07-23-2010
    Location
    Woodinville, WA
    MS-Off Ver
    Office 365
    Posts
    15,442

    Re: Subtotal Question (stock spreadsheet)

    Hey Irish and welcome to the forum,

    I think I know what you want. See the simple workbook and how I imagine your data is laid out. I think you want total dollars spent divided by total shares. That formula is in the yellow cells. Hope this helps.
    Stock Price Cumulative.xlsx
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

  3. #3
    Registered User
    Join Date
    04-01-2020
    Location
    USA
    MS-Off Ver
    Office 365
    Posts
    49

    Re: Subtotal Question (stock spreadsheet)

    Thanks for the reply Marvin. I'm actually just looking for the sum of a few fields. For example, it would just be the total of MFST and Apple. I was just looking at the consolidate feature and think that is what I might need. Although I'm using the "stock" feature in Excel to get current share prices and other info and think that stops the consolidate feature from working. I was trying not to add another column to add things up but think I will need to do that regardless.

  4. #4
    Registered User
    Join Date
    04-01-2020
    Location
    USA
    MS-Off Ver
    Office 365
    Posts
    49

    Re: Subtotal Question (stock spreadsheet)

    I attached a sample spreadsheet similar to the one I'm using. I'd just like to add the subtotals for "Total Cost" and "Total Profit/Loss" for the same stocks like Vanguard Total Stock Market, United Technologies and Under Armour. Like I mentioned, it seems like consolidate would work but I can't use that using the Excel Stock feature.
    Attached Files Attached Files
    Last edited by Irish15; 04-01-2020 at 10:00 PM.

  5. #5
    Forum Guru MarvinP's Avatar
    Join Date
    07-23-2010
    Location
    Woodinville, WA
    MS-Off Ver
    Office 365
    Posts
    15,442

    Re: Subtotal Question (stock spreadsheet)

    Hi Irish,

    Is this what you are looking for? I don't use groups or subtotals much but I think that is what you are asking for. See the attached.
    Stock Group Subtotals.xlsx

  6. #6
    Registered User
    Join Date
    04-01-2020
    Location
    USA
    MS-Off Ver
    Office 365
    Posts
    49

    Re: Subtotal Question (stock spreadsheet)

    Many thanks Marvin. I wasn't sure if there were any other options but I think the grouping/subtotal is the way to go. Your help was much appreciated.

+ 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. Replies: 31
    Last Post: 10-28-2015, 01:54 AM
  2. Replies: 4
    Last Post: 01-29-2013, 02:26 AM
  3. Replies: 0
    Last Post: 10-28-2012, 07:22 AM
  4. Stock keeping Spreadsheet
    By jckincaid in forum Excel General
    Replies: 3
    Last Post: 04-06-2010, 01:40 PM
  5. Stock spreadsheet
    By deconstruct in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 02-21-2010, 05:26 PM
  6. Replies: 1
    Last Post: 01-03-2006, 06:15 PM
  7. [SOLVED] stock control spreadsheet
    By Mostropovich in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 03-01-2005, 03:06 PM

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