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Re: Excel Portfolio Tracker



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Building on Tim's suggestion, if the subtotal and counts were 
to be in a different column than the data then please try 
this:
 
1.  Assume column A contains the data.  It can be a 
mix of text and value cells. 
2.  If cell B1 were to contain the sum of all numeric 
values in col A,  then B1's formula  would be 
SUM(A:A). 
3.  If cell B2 were to contain the count of all numeric 
values in col A, then B2's formula would be COUNT(A:A)
 
Please note that using this method col A cannot contain 
more than one set of data eg only Close or Open but not both.
 
Regards,
 
Augie
<BLOCKQUOTE dir=ltr 
style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  ----- Original Message ----- 
  <DIV 
  style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black">From: 
  neo 
  To: <A title=metastock@xxxxxxxxxxxxx 
  href="mailto:metastock@xxxxxxxxxxxxx";>metastock@xxxxxxxxxxxxx 
  Sent: Monday, June 04, 2001 12:10 
PM
  Subject: RE: Excel Portfolio 
Tracker
  
  <FONT face=Arial color=#008080 
  size=4>Thanks Tim
  <FONT face=Arial color=#008080 
  size=4> 
  This 
  would give me the total summary. Is there also a way that Excel will 
  automatically give me the # of rows that have data so that I can calculate the 
  weekly and annualized returns?
   
  <FONT face=Arial color=#008080 
  size=4>neo
   
  
    <FONT face=Tahoma 
    size=2>-----Original Message-----From: <A 
    href="mailto:owner-metastock@xxxxxxxxxxxxx";>owner-metastock@xxxxxxxxxxxxx 
    [mailto:owner-metastock@xxxxxxxxxxxxx]On Behalf Of Tim 
    LumleySent: Monday, June 04, 2001 8:37 AMTo: 
    metastock@xxxxxxxxxxxxxSubject: RE: Excel Portfolio 
    Tracker
    <FONT face=Arial color=#0000ff 
    size=2>The easiest way would be to create your summation range (your formula 
    that adds the values) to include a lot of blank rows.  If there is no 
    value in them, they will not add to the running summary.  As you enter 
    new values from your trades that are within the range, they will add to the 
    tally.  When you fill up the initial range, be sure to expand it with 
    more blank rows to keep your running total cell calculating 
    properly.
    <FONT face=Arial color=#0000ff 
    size=2> 
    <FONT face=Arial color=#0000ff 
    size=2>TGL
    
      <FONT face=Tahoma 
      size=2>-----Original Message-----From: 
      owner-metastock@xxxxxxxxxxxxx [mailto:owner-metastock@xxxxxxxxxxxxx]On 
      Behalf Of neoSent: Monday, June 04, 2001 7:10 
      AMTo: metastock@xxxxxxxxxxxxxSubject: Excel 
      Portfolio Tracker<FONT face=Arial color=#008080 
      size=4>
      <SPAN 
      class=490020512-04062001>I would like to set up a spreadsheet to track all 
      of my trades after they are closed with a running summary. Is there a way 
      with Excel to add all of the values in a column without specifying the end 
      of the column?
      <SPAN 
      class=490020512-04062001> 
      <SPAN 
      class=490020512-04062001>thanks, 
  neo