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How can I calculate realised profits/loss after each Sell trade date?

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    How can I calculate realised profits/loss after each Sell trade date?

    I created a portfolio for tracking my investments.

    I did up most of it already, but I can't seem to think of a way to calculate Net Profits/Loss after each Sell.
    Hence I can't make a chart that makes sense.

    1) How can I calculate each Profit/Loss after I sell either partial or all the stocks?

    2) So that I can Chart based on every SELL date, and the profit/loss affects the original balance, and the chart will make more sense.

    Thanks for reading!
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  2. #2
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    Re: How can I calculate realised profits/loss after each Sell trade date?

    Sorry WalaVita,

    I haven't got a solution for you (yet) to your profit calculations. Not sure how you work it out.

    However, I did find one formula in your Trading Log sheet which took me a long time to work out, and came up with another way of working the Fees (Col G) which you might like to test.

    You had a complex nested if statement:
    Please Login or Register  to view this content.
    I managed to get it down to this:
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    I get the same answer, but the way my mind works, anyway, I little easier to read! It's about 150 characters shorter.

    Regards,

    David

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    Re: How can I calculate realised profits/loss after each Sell trade date?

    Hey thanks for the reply!
    I'm very new to excel hence I know very limited functions. So i can only try to use all those I know and work out something logical.

    =IF(C17<>"US",(25*(1+$C$14))+(E17*F17*$C$12),MAX(25,(E17*F17*$E$11))*(1+$C$14)+IF(D17="Sell",(E17*F17*$C$12)))

    I'm unsure about
    <>
    MAX
    will go find out more on what how these two work.

  4. #4
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    Re: How can I calculate realised profits/loss after each Sell trade date?

    Sorry for delay in getting back to you.

    How did you go with the research?

    <> symbol really means "not equal to"
    MAX() function picks the greater of 25 and the result of E * F * E11.

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