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Excel Tables
January 9, 2022
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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
July 16, 2010
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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
Active Member
Pivot Tables Quick Start
Advanced Excel Formulas
Excel Tables
January 9, 2022
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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
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