RE: Excel Portfolio Tracker

["Tim Lumley" <tlmly@xxxxxxxx>]

Norman,

Try this:  Cell A61 is a formula "sum(A1:A60)".  If you put your cursor on
cell A61 and insert a row, the formula will move to cell A62 and
automatically change to "sum(A1:A61)".  When you put the new value in the
new row (cell A61), the sum of the column will still be correct with the new
entry.  There is an icon that can be added to the toolbar -- see
View|Toolbars|Customize -- that will automatically insert the row if you are
interested.

TGL

-----Original Message-----
From: owner-metastock@xxxxxxxxxxxxx
[mailto:owner-metastock@xxxxxxxxxxxxx]On Behalf Of Norman
Sent: Monday, June 04, 2001 4:50 PM
To: metastock@xxxxxxxxxxxxx
Subject: Re: Excel Portfolio Tracker


AWong    I have only cost data in Column A (A1:A60). The sum of the
column is at A61. Is there a formula or set-up that would give me a
running total of Col A just below the latest entry as each entry is
made? There was a procedure in Lotus 1-2-3 to do this.
Norm Wiss
cutup2@xxxxxxxx
----- Original Message -----
From: "AWong" <toawong@xxxxxxxx>
To: <metastock@xxxxxxxxxxxxx>
Sent: Wednesday, July 04, 2001 3:48 PM
Subject: Re: Excel Portfolio Tracker


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
  ----- Original Message -----
  From: neo
  To: metastock@xxxxxxxxxxxxx
  Sent: Monday, June 04, 2001 12:10 PM
  Subject: RE: Excel Portfolio Tracker


  Thanks Tim

  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?

  neo

    -----Original Message-----
    From: owner-metastock@xxxxxxxxxxxxx
[mailto:owner-metastock@xxxxxxxxxxxxx]On Behalf Of Tim Lumley
    Sent: Monday, June 04, 2001 8:37 AM
    To: metastock@xxxxxxxxxxxxx
    Subject: RE: Excel Portfolio Tracker


    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.

    TGL
      -----Original Message-----
      From: owner-metastock@xxxxxxxxxxxxx
[mailto:owner-metastock@xxxxxxxxxxxxx]On Behalf Of neo
      Sent: Monday, June 04, 2001 7:10 AM
      To: metastock@xxxxxxxxxxxxx
      Subject: Excel Portfolio Tracker


      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?

      thanks, neo