calculating portfolio sheet

Mar 5th, 2002, 04:58 PM

I currently have two sheets with data in my "stocks" workbook.
on sheet1 i have ten columns:
merged (a1:e1) cells --- named "buy" and
merged (f1:j1) cells --- with name "sell".
in "buy" section(a2:e35): a2 - date, b2 - name, c2 - buy price, d2 - number, e2 - total buy; (a3:e35 -buy data);
"sell" section(f2:f28): f2 - date, g2 - name, h2 - sell price, i2 - number, j2 - total sell, (f3:j28 - sell data).

and on sheet2 i have my current portfolio.

what i need to do is the following: assume that in 20.02.2002 i bought 1000 shares of msft and
in 25.02.2002 i sold 700. is there any way to send automatically the name and the number of shares remained (in this case 300 msft) to sheet2. if i buy a new share i also want to send the name and the number of shares to sheet2 and if i sell all shares i want the share name and the numbers to be deleted from sheet2.
can you help me?

thank you.

Mar 6th, 2002, 01:04 PM

can't anyone help?

Dysprositos · Jan 26th, 2003, 04:51 AM

hi, have you gotten anywhere with this? I am after a similar thing i think...

cheers

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Mar 5th, 2002, 04:58 PM	#1
Guest Posts: n/a	I currently have two sheets with data in my "stocks" workbook. on sheet1 i have ten columns: merged (a1:e1) cells --- named "buy" and merged (f1:j1) cells --- with name "sell". in "buy" section(a2:e35): a2 - date, b2 - name, c2 - buy price, d2 - number, e2 - total buy; (a3:e35 -buy data); "sell" section(f2:f28): f2 - date, g2 - name, h2 - sell price, i2 - number, j2 - total sell, (f3:j28 - sell data). and on sheet2 i have my current portfolio. what i need to do is the following: assume that in 20.02.2002 i bought 1000 shares of msft and in 25.02.2002 i sold 700. is there any way to send automatically the name and the number of shares remained (in this case 300 msft) to sheet2. if i buy a new share i also want to send the name and the number of shares to sheet2 and if i sell all shares i want the share name and the numbers to be deleted from sheet2. can you help me? thank you.

Mar 6th, 2002, 01:04 PM	#2
Guest Posts: n/a	can't anyone help?

Jan 26th, 2003, 04:51 AM	#3
Dysprositos Board Regular Join Date: Aug 2002 Location: Adelaide, South Australia Posts: 92	hi, have you gotten anywhere with this? I am after a similar thing i think... cheers