I am trying to replicated this Google Sheet in Excel. I can't get the array/filter functionality in Column I, L working correctly in Excel. Can anyone please help replicate/troubleshoot.
For Column I - if it is the first time buying the stock previous units should be 0 otherwise added Transacted Units (Column D) to the previously bought Cumulative Unites (Column J).
Fol Column L - If it is the first time buying the stock it should be 0 otherwise it should be the previous Cumulative Cost (Column O) and added to the new transacted value (Column K)
Thanks!
Portfolio - Troubleshooting
TRANS⇝Rollover IRA Date,Type,Stock,Transacted Units,Transacted Price (per unit),Avg. Price,Fees,Stock Split Ratio,Previous Units,Cumulative Units,Transacted Value,Previous Cost,Cost of Transaction,Cost of Transaction (per unit),Cumulative Cost,Gains/Losses from Sale,Realised Gains/Losses %,Cumul...
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For Column I - if it is the first time buying the stock previous units should be 0 otherwise added Transacted Units (Column D) to the previously bought Cumulative Unites (Column J).
Fol Column L - If it is the first time buying the stock it should be 0 otherwise it should be the previous Cumulative Cost (Column O) and added to the new transacted value (Column K)
Thanks!