How to get a corresponding value based on the most recent date and name?

dylanmeza

New Member
Joined
Aug 4, 2020
Messages
5
Office Version
  1. 2019
Platform
  1. Windows
Hi, I'm making a stock investment tracker where all you have to do is enter in the transaction and it gives you all the your positions, whether they are open or closed etc. I was finally able to figure out a way to find my average cost per share after buying/selling/rebuying. I have a column that tracks the average price after every transaction for that specific stock but on my second sheet which contains a simplified holding sheet i want to have the most recent average price per share per stock. I tried to write a formula that checks if the names of the stocks are the same and then if the dates are the same and if they are return the corresponding average cost cell but it keeps returning false. Would appreciate any help!
 

Excel Facts

How can you turn a range sideways?
Copy the range. Select a blank cell. Right-click, Paste Special, then choose Transpose.

Dave87

Board Regular
Joined
Apr 22, 2020
Messages
107
Office Version
  1. 365
  2. 2016
Platform
  1. Windows
on both pages add a helper column where you join the stock name with the date then do a Vlookup/Xlookup/IndexMatch
 

dylanmeza

New Member
Joined
Aug 4, 2020
Messages
5
Office Version
  1. 2019
Platform
  1. Windows
on both pages add a helper column where you join the stock name with the date then do a Vlookup/Xlookup/IndexMatch
What do you mean exactly?
Like (Tesla 8/4/2020)
 

dylanmeza

New Member
Joined
Aug 4, 2020
Messages
5
Office Version
  1. 2019
Platform
  1. Windows
I think i understand what you're saying actually but for the stock symbol/name, I'm using the stock data feature and I'm struggling on how to connect the two cells @Dave87
 

Watch MrExcel Video

Forum statistics

Threads
1,130,125
Messages
5,640,266
Members
417,132
Latest member
Srw123

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Top