Excel Community,
I want to track the value of my investment portfolio on a day to day basis.
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> </o>
My portfolio value is listed in D1, and values of holdings (including dates) are imported from a second worksheet.
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I want to index the value of my portfolio at the end of each day. Getting the value of the portfolio today is easy, however I want to paste today’s value into another column, and not lose that value come tomorrow.
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Currently I have 3 columns, Date (A), Value (B), and Pasted Value (C). Date lists every day (May 2, May 3, May 4... etc). Value uses the VLOOKUP function and says "IF external data date = Date in column A, then return portfolio value $D$1." <o></o>
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So for example May 2 (A2) will give me a correct value in corresponding the value column (B2), but come tomorrow that value will be forever lost. What I want to do is automatically paste the VALUE of Column B into column C, so any time in the future, an old value of the portfolio on any given day is accessible. I realize I could do this manually, however I'd like to complete this step automatically. <o></o>
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Thanks in advance for your help,
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Lars
I want to track the value of my investment portfolio on a day to day basis.
<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com
fficeffice" /><o> </o>My portfolio value is listed in D1, and values of holdings (including dates) are imported from a second worksheet.
<o
> </o>I want to index the value of my portfolio at the end of each day. Getting the value of the portfolio today is easy, however I want to paste today’s value into another column, and not lose that value come tomorrow.
<o
> </o>Currently I have 3 columns, Date (A), Value (B), and Pasted Value (C). Date lists every day (May 2, May 3, May 4... etc). Value uses the VLOOKUP function and says "IF external data date = Date in column A, then return portfolio value $D$1." <o
></o><o
> </o>So for example May 2 (A2) will give me a correct value in corresponding the value column (B2), but come tomorrow that value will be forever lost. What I want to do is automatically paste the VALUE of Column B into column C, so any time in the future, an old value of the portfolio on any given day is accessible. I realize I could do this manually, however I'd like to complete this step automatically. <o
></o><o
> </o>Thanks in advance for your help,
<o
> </o>Lars
