investing

Hi there. I have a sheet with ~5k rows of customer data for a SW company (see sample below). I want to break it down so that I can analyze things like recurring v. non-recurring revenue, total subscription revenue by product type by customer... Does anyone have any thoughts on how to do this...

Hello: I have the following returns for a sample stock portfolio. When I use cost-weighted gains, the return for the total portfolio is -28% and the return for the sum of all stocks on a cost-weighted basis is also -28%. I get how to explain that. But if an investor wants to use current market...

Hi guys, I've run into a mental roadblock trying to figure this out. I thought it was simple, but it was not as simple as I thought. In the table below, I can easily calculate the return of the portfolio and break it down into equity and fixed income allocation. However, through time, this...

Hello all, I would like some help with an issue I am having when I am running my macro. I am using Moody's Excel Add In, and as I pull in DataPoints using their API function it requests the data that I need. Although when I run a marco that has these formulas built with their API functions...

Greetings (first post and I am in need of help)! I am writing some VBA and here is what I would like to do but I am having difficulty creating the structure. I have a list of daily stock prices for multiple companies, although the stock prices do not indicate that they went through a stock...

Hello I'm using a value of an external online source in excel, which changes everytime the value on that website changes. This way I can calculate my daily profit or loss (investing). The problem is that, when i'm for example 5 days later, my profits of day 1 change according to the value...

Hello I'm using a value of an external online source in excel, which changes everytime the value on that website changes. This way I can calculate my daily profit or loss (investing). The problem is that, when i'm for example 5 days later, my profits of day 1 change according to the value...

I am trying to create an Excel formula to calculate the value of a stock on the stock market, from the 52 weeks lo to the present selling price. From the lo to now + add the dividend that has been paid todate and calculate the time held to come up with a cost of holding the stock and its...

I'm pretty new to this. I want to create a worksheet with ticker symbols in column A and a date in column B. Querying yahoo finance I want a result in column C that gives the price (e.g. the closing price) of the stock in column A on the date in column B, without having to enter the symbol and...

I am attempting to produce a candlestick chart of a stock and draw on the chart the support and resistance trend lines. I have found a couple of methods through online searches. I want to see if anyone on this board has any suggestions or prior experience with this challenge? Grateful for all...