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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]
    )
 ) )

dlcartin's avatar
dlcartin
Iron Contributor
Aug 30, 2024
I uploaded a copy. It's titled 'MM Acct.xlsx'. Hope this helps. Thanks to everyone!!
SergeiBaklan's avatar
SergeiBaklan
Diamond Contributor
Aug 31, 2024

dlcartin 

Perhaps

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

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