dollar cost averaging formula???

roxon · May 20th, 2002, 06:31 PM

I keep track of my monthly investiments of mutual funds in excel....I am trying to find the dollar cost average of my investiments...I know my monthly investiment amounts, the share price at the time of investiment, and therefore the number of shares i purchased. Am i missing something very elementary, or is there a trick to finding the DCA? I am using excel 2000.";

Jay Petrulis · May 20th, 2002, 06:44 PM

Hi,

Cost/shares will give your average cost.

If you have your shares in one column, unit price in another, you can use

=SUMPRODUCT((shares range)*(unit cost range))/SUM(shares range)

Be careful with any sales/redemptions mixed in.

HTH,
Jay

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May 20th, 2002, 06:31 PM	#1
roxon New Member Join Date: May 2002 Posts: 1	I keep track of my monthly investiments of mutual funds in excel....I am trying to find the dollar cost average of my investiments...I know my monthly investiment amounts, the share price at the time of investiment, and therefore the number of shares i purchased. Am i missing something very elementary, or is there a trick to finding the DCA? I am using excel 2000.";

May 20th, 2002, 06:44 PM	#2
Jay Petrulis MrExcel MVP Join Date: Mar 2002 Location: Chicago, IL USA Posts: 2,042	Hi, Cost/shares will give your average cost. If you have your shares in one column, unit price in another, you can use =SUMPRODUCT((shares range)*(unit cost range))/SUM(shares range) Be careful with any sales/redemptions mixed in. HTH, Jay