How do I create an XIRR function based on unique names and between certain dates?

torcan

New Member
Joined
Aug 12, 2018
Messages
1
I'm trying to create an XIRR function that will calculate the return based on an unique investment names and corresponding cash flows between certain dates. For example, I want to calculate the IRR for Investment A between 01/16/2018 to 5/20/2018 with the following cash flows:

InvestmentsDatesAmounts
A01/15/18($55)
B01/18/18($20)
B01/19/18$9
B04/06/18$6
A04/08/18$24
A05/20/18$40
B05/21/18$7
A05/23/18($5)

Start01/16/18
End05/20/18

The challenge I am having is skipping past the Investment B cash flows and only calculating Investment A. This is a simplified version of what I’m trying to do. The full version has about 50 investment names spread over about 1000 rows. Any suggestions would help. I’ve tried using fncs INDEX, MATCH, OFFSET, COUNTIF.

The spreadsheet is attached for reference. http://www.mediafire.com/file/zc44e1j1tpk8udr/XIRR.xlsx/file

I appreciate the help ahead of time!
 

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Square and cube roots
The =SQRT(25) is a square root. For a cube root, use =125^(1/3). For a fourth root, use =625^(1/4).

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