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Re: Excel Portfolio Tracker



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Norman,

An alternate solution may be to take advantage of the Freeze Pane
functionality and put the summarizations on top instead of at the bottom as
shown in the spreadsheet attached.

Regards,
Augie

----- Original Message -----
From: "Tim Lumley" <tlmly@xxxxxxxx>
To: <metastock@xxxxxxxxxxxxx>
Sent: Monday, June 04, 2001 8:28 PM
Subject: RE: Excel Portfolio Tracker


> 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
>
>

Attachment: Description: "Sums.xls"