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Compare stock prices over time

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    Compare stock prices over time

    Hi ,

    I have hundreds of clients who have different accounts with varying securities such as stocks and mutual funds.
    I pulled a report which I was able to format so that each position (stock/MF) in the account is visible with the account holder's name and account number, etc.

    How do I get excel to compare the price for each stock or MF in each account from Jan 1 and Aug 4 so I can find out how the stock or MF performed?

    I was thinking if I could say something like (IF x and y are true between the spreadsheets on a particular row then subtract this price from that price and I would get my answer - but I don't know how to do that and I don;t even know if that is the best way)

    thanks
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    Forum Moderator alansidman's Avatar
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    Re: Compare stock prices over time

    Join the two files using Power Query

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    Alan עַם יִשְׂרָאֵל חַי


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