IF x THEN Paste Value

[laleph]

I'm currently trying to create an investment portfolio tracker, however I'm having some trouble tracking my data on a day to day basis.

Right now I have a section for my portfolio which imports external data for share prices, which then calculates change in value, and my overall portfolio value. Getting my portfolio value on any given day is rather easy, however I'm running into trouble trying to automatically track it's value.

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."

Up to this point I'm good. I run into problems when all of a sudden we get to the next day (Say... May 3rd), and suddenly we lose the portfolio value from today (May 2nd) because the date of the external data no longer = May 2nd.

What I want to do is 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 this step to be completed automatically.

Thank you SO much for you help, and feel free to ask me if you have any questions. If I need to post a spreadsheet let me know.

-Lars

 

[venkat1926]

not filly clear to me

why do you fill up the dates (presumably in row 1 ) before hand
every time external data is downloaded fill the date according to the date of the download. (I assume the date of the price is available in downloaded data)

 

[laleph]

Very good point! How would I go about doing this (importing the new date and data on a separate line each day)?

Thanks!

-Lars

 

[venkat1926]

I suppose your are interested in one or few stocks.
you download data everyday in a sheet let us call it "current"
then you archive this data in another sheet say called "archives"
when you archive it you also enter date for which the price refers to (which will be available somewhere in downloaded data) in row no. 1. you have to think about it and plan which depends upon the address for where you download the data and how the data can be downloaded and in what form the downloaded data is there etc.