stocks

  1. S

    Nested if

    Hi Everyone, I need help about nested if. I have set of conditions that needs to be followed, unfortunately I dont know how to do it in Excel. Please help :( <tbody> WH Stocks Recommended Stocklogic Expected output 100 50 10 Recommended 100 110 50 Stocklogic 100 10 50 Stocklogic 0...
  2. L

    Excel Stocks not outputting some data

    Hi, I am trying to create a spreadsheet that tracks stocks. When using the excel stocks function and outputting data, the market cap for all 500 stocks is coming up as ####### and I am also getting a #FIELD ! error for certain P/E or EPS data. I've attached a screenshot with issues highlighted...
  3. M

    How do I get the Stocks data type?

    I don't see "Stocks" on the Data menu. I understand that the Stocks data type is only available to Office 365. I'm not 100% sure if I'm running Office 365 or not. I go to File --> Account --> About Excel, and it says "Microsoft Excel for Office 365 MSO (16.0.10730.20264) 32-bit". Is this not...
  4. B

    Solver for portfolio optimization issue

    Hi there, I am trying to use Solver for portfolio optimization. I'm using 9 stocks and Solver runs fine when I try to optimize for the lowest monthly draw-down using all 9 stocks (it gives a weight to each stock from -1 to 1. Where I run into an issue is if I add a constraint that requires that...
  5. C

    Investment rebalancing every year for a basic stock/bond allocation

    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...
  6. dannyok90

    Asset control register (booking assets inward/outward

    All, Could any body help me? im struggling to overcome a problem :) please see the linked spreadsheer (you don't have to activate macros, they're just used for adding new rows - hopefully ill dev this into a userform interface) We have a 'required quantity' column which is the exact amount we...
  7. F

    Match Stock Prices with Stock Splits VBA

    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...
  8. S

    Code Works, but only sometimes?

    Hey all, for some reason my VBA code sometimes works, but sometimes spits out "Run-time error '1004': Application-defined or object-defined error". The section that causes trouble is always this one, specifically the select line: 'Entering Stocks from IB Report Dim Report As Workbook Set...
  9. C

    stock price period high formula

    Hi all, first time poster here, I am trying to build a spreadsheet where I can have a list of stocks I am tracking and notify me when a stock makes a new 20 day and 55 day high. I want to link yahoo finance data or google finance data. I found a formula that others said this will work with...
  10. Toadstool

    Average Cost of stock from buy/sell transactions

    I have stock buy/sell transactions and want to calculate my position. Here is some sample data: I can calculate most things I need but I'm struggling with Average Cost. So XXX bought 100 at $1 then sold 50 at $2, so my average cost is $1. Then bought 100 at $2 and sold 100 at $3 so I have a...
  11. P

    DAX function for percentage change

    HI, Imagine I want to create a formula that gives me the percentage change between to specific dates, and I want to do it within the powerpivot contexto (with DAX functions). For example:(just for the sake of the example, these numbers are false) A table with all the prices of Apple's stock...
  12. P

    An Excel Project

    Hello, I am trying to do a project that is based in the analysis of stock quotes over several years. However I have a few questions and I hope you can help me. The project I want to analyze how certain stocks behave between specific dates, i.e, what is the percentage growth or decay between...
  13. Y

    VBA to extract data based on first occurrence in column; Trading Analysis

    Hi, I have an excel file with 1500 columns and each column has 4500 rows of data. Here is an example of what my spreadsheet looks like: https://imgur.com/a/n9mZ7 Here is what i'm looking to do. 1. I want excel to look at every 4th column starting from B. So the first column excel would...
  14. E

    BDH Formula in Macro VBA

    Dear community, I would like to build a macro from directly obtaining Bloomberg Data (PX_LAST and OP_INT) for a large set of stock. Has anybody of you already tried to insert the BDH function into a Macro? How did you o it for multiple stocks? Could you create 1 table only? I am sorry fr this...
  15. M

    How To copy A Certain cell Into A New Sheet When Check Box Is Checked In Excel?

    Hello Everyone, I know this one pretty easy for you guys but I hope you can help me. I have a list of inventory stocks. Everyday I need to fax a list of stocks that needs to be taken out from the warehouse and I cannot avoid having a mistake of writing the wrong number. So I was wondering if I...
  16. I

    Formula for Stock Market

    Im working on a spreadsheet for B3 (Bovespa, brazilian stock market) opening auction. I use my trading platform to export all the trades and then i filter the opening and the first 1 hour of 143 stocks, will show an example of what i get in the end: https://imgur.com/a/ont9O I want to...
  17. S

    Assigning values

    Hi I need help in solving the below issue. I have stock of product say "X" 100 units. I have 5 different orders for 80 MT. This stock should get adjusted to these orders with certain criteria say earliest ordered date. like this I have n number of products and there will be orders for these...
  18. J

    Calculating a series of stock's cumulative returns

    Hi Everyone, I have the monthly return data of 17 stocks. I need to calculate the cumulative returns. I see some have posted saying to use the PRODUCT function. However, I've been using it but it doesn't seem correct. If i check by dividing the ending price by the beginning price I get a...
  19. A

    Automatically and Periodically Loading Data into Excel

    Hi All, As a side project, I am working on creating a stock index comprised of 25 or so stocks and tracking their change. To set this up, I loaded the closing prices of the stocks for the past 6 months, and weighted each of the stocks a certain way (ex. .1, .015, .2 of the entire index) based...
  20. R

    Multivariate Normal Distribution in Excel

    Hey, I have a portfolio of 20 stocks over a time period of 15 years. I calculated the mean returns and the covariance matrix. Now I want to perform a Monte Carlo simulation based on a multivariate normal distribution with the same parameters. I downloaded the “real statistics resource pack”...

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