Re: Excel Portfolio Tracker

["Norman" <cutup2@xxxxxxxx>]

Thanks for the help.
Norm Wiss
cutup2@xxxxxxxx
----- Original Message -----
From: "Tim Lumley" <tlmly@xxxxxxxx>
To: <metastock@xxxxxxxxxxxxx>
Sent: Monday, June 04, 2001 10:28 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
>
>
>