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dlcartin's avatar
dlcartin
Iron Contributor
Aug 29, 2024
Solved

Need Formula for P/L for sale of a stock

I have a Table of stocks that I buy & sell. I need a Formula that will subtract my 'Sell Price' from my 'Buy Price' showing me any P/L that occurred once it has been sold (I don't do multiple buys of...
excel
  • SergeiBaklan's avatar
    SergeiBaklan
    Aug 31, 2024

    dlcartin 

    Perhaps

    =IF([@UNITS]>0, 0,
 IF( [@SYMB]="", "",
    SUMPRODUCT(
        ([@DATE] >= [DATE] )*
        ([@SYMB] = [SYMB])*
        -[UNITS]*
        [$/Share]
    )
 ) )

Tejas_shah's avatar
Tejas_shah
Brass Contributor
Aug 29, 2024
dlcartin

You can try below formula in column K
=IF(E3="Sell","",XLOOKUP(C3&"Sell",$C$3:$C$9&$E$3:$E$9,$I$3:$I$9,0))

  • dlcartin's avatar
    dlcartin
    Iron Contributor
    Aug 29, 2024
    I edited my post to give a (hopefully) better understanding of what I presently have vs what I need. You state to enter your Formula into COL 'K', nut I need the results in COL 'J', so that's where I placed it (Cells J3:J9). After entering your Formula the above pic shows your formula's results. Thank you for being so kind as to reply to my post even though it's not the results that I want/need. Have a Blessed Life and thank you, again.
    P,S, Perhaps I'll able to modify your Formula to get the results I need.

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