gtd526
Well-known Member
- Joined
- Jul 30, 2013
- Messages
- 657
- Office Version
- 2019
- Platform
- Windows
Hello,
Trying to figure the Gain/Loss$(F17:F20) for a specific symbol(A9:A13), for a specific user (A17:A20), using their % of dollar input (D17:D20).
thx
Trying to figure the Gain/Loss$(F17:F20) for a specific symbol(A9:A13), for a specific user (A17:A20), using their % of dollar input (D17:D20).
thx
The Whole Enchilada.xlsm | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | |||
8 | Symbol | Shares | Cost | CURRENT | MAX Value | MIN Value | Cost Value | Market Value | Gain/Loss | G/L % | |||
9 | TRIRX | 11.266 | $ 44.38 | $ 45.01 | $ 45.01 | $ 44.38 | $ 499.99 | $ 507.08 | $ 7.10 | 1.42% | |||
10 | AAPL | 10 | $ 12.00 | $ 14.00 | $ 14.00 | $ 12.00 | $ 120.00 | $ 140.00 | $ 20.00 | 16.67% | |||
11 | $ - | $ - | $ - | $ - | $ - | $ - | $ - | ||||||
12 | $ - | $ - | $ - | $ - | $ - | $ - | $ - | ||||||
13 | $ - | $ - | $ - | $ - | $ - | $ - | $ - | ||||||
14 | $ 619.99 | $ 647.08 | $ 27.10 | 4.37% | |||||||||
15 | |||||||||||||
16 | User | Symbol | Amt $ | Amt % | Total $ | G/L$ | G/L% | OutPut $ | |||||
17 | User 1 | TRIRX | $ 500.00 | 75% | $ 375.00 | need | User 1 | User 2 | |||||
18 | User 2 | TRIRX | $ 500.00 | 25% | $ 125.00 | need | TRIRX | TRIRX | |||||
19 | User 1 | AAPL | $ 120.00 | 65% | $ 78.00 | need | 75% | 25% | |||||
20 | User 2 | AAPL | $ 120.00 | 35% | $ 42.00 | need | $7.10 | $7.10 | |||||
21 | $5.33 | $1.78 | $7.10 | ||||||||||
Ameritrade |
Cell Formulas | ||
---|---|---|
Range | Formula | |
E9:E13 | E9 | =IF($D9=0,0,MAX($D9,$E9)) |
F9:F13 | F9 | =IF($F9=0,$D9,MEDIAN($F9,$D9,0)) |
G9:G13 | G9 | =$B9*$C9 |
H9:H13 | H9 | =$B9*$D9 |
I9:I13 | I9 | =H9-G9 |
J9:J14 | J9 | =IFERROR((I9/G9),"") |
G14:I14 | G14 | =SUM(G9:G13) |
E17:E20 | E17 | =C17*D17 |
I21:J21 | I21 | =I20*I19 |
K21 | K21 | =I21+J21 |