All my stock trades are in one table with headers and organized by date, ticker, stocks bought or sold and the matching price/trade. I would like to group the trades by ticker, date, sum when a stock was sold (or parts of the position) to analyze whether I made a profit or loss on the trades so far.
E.g.
ABC Co. (Ticker)
5/17/21 BUY 100 23.50$ 2350$
6/22/21 SELL 50 21.50$ 1375$
Trade outcome -200$
Any help pointing me in the right direction (Pivot, Formulas) is welcome
Cheers
Joachim
Hi Joachim,
If your data is in a tabular layout then you can use a PivotTable to easily summarise the data, but based on the layout above, I suspect it isn't.
Perhaps you can upload a sample file so we can see what you're working with. Alternatively, you might get some ideas from this Personal Stock Portfolio Dashboard.
Mynda
Hi Mynda,
I have attached a file as an example of what I'd like to achieve in the "results" tab.
I started out by using your examples from the personal stock portfolio dashboard.
Thanks
Joachim
maybe attached
Hi Joachim,
Alan and I had the same idea. My PivotTable also has subtotals.
Mynda
