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Copper Contributor
Joined Sep 09, 2023
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Re: XIRR used in an array
Thanks for the rapid response. In your example you provided, what if you bought SBUX on 1-15-2015 instead of 11/17/2020; if the dividends you received were over the next eight years, including two of them in 2023. Now you want XIRR for YTD or 1 year. I assume you would have to go through a selection process to set up the data to the corresponding time period. (Select my prior purchases as negatives plus the 2023 transactions and YTD ending balance). I could do it manually to set up the data, for XIRR but I have 20 securities to do this with. I prefer not to do this manually. I prefer to have a formula do the selecting and XIRR calculation for me if I can while the data is still in its original form either in a single column of all 20 or individual columns of symbols. Perhaps this is not possible or too complex for a formula. Maybe an advanced filter would do the job. If so how do I do this? Thanks for your patience.1.6KViews0likes3CommentsRe: XIRR used in an array
mathetes Sorry I wasn't more explicit. I was too much in a hurry. I am familiar with XIRR... used it many times, but I want to use it in conjunction to a couple of different situations. My data consists of investments with Symbol, Dates and applicant Amounts. I want to extract data for XIRR for different periods, eg, YTD, 1 Yr, 3 Yr. I can combine data into a single column column or with separate Symbols...whichever is easier. Hope this helps.1.7KViews0likes6Comments
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