I was intrigued by Mynda's Stocks Dashboard so decided to replicate it for my own needs.
I was unable to calculate the Average Cost & Cost of Holding. I have attached a sample sheet with data. Including info from Investment Provider site.
Cell G8 must be £358.96, not sure how this is arrived at.
Thanks so much for your time.
Kasey
Hello,
I am not sure I understod this correct, I have followed the instructions but am far off from your wanted value. Do check if this is usable or not.
Br,
Anders
Hi
I can't get my head round it either. Very confusing
Thanks
I have no idea of all these calculations but the formula in column G you have now does not really seem to work
In G6 I did the following and COUNTIFS($B$6:B6,"<>Sold") returns the number of rows <> Sold =SUMPRODUCT(($E$6:E6)*(COUNTIFS($B$6:B6,"<>Sold")))/F6
I cannot imagine how G8 could be = 358.96 I'll leave that to the number crackers
I started by recreating the scenario that was given in the picture. Then I copied that and filled in the numbers from your own example and arrived at a Cost of Holding of 362.62, which is slightly off from your number but that could well be due to rounding. See attached.
Hello,
With the help by Hans’s and Riny’s comments I did some changes and now got the wanted result.
Hopefully it works with the real data too.
Br,
Anders
Hello,
Sorry, here comes the updated copy.
Br,
Anders
Brilliant thanks so much Anders, I really appreciate your help!!
