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Re: Excel Portfolio Tracker



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Thanks. I hadn't thought of that novel approach.
Norm Wiss
cutup2@xxxxxxxx
----- Original Message -----
From: "AWong" <toawong@xxxxxxxx>
To: <metastock@xxxxxxxxxxxxx>
Sent: Tuesday, June 05, 2001 1:20 AM
Subject: Re: Excel Portfolio Tracker


> 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 b
e 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
> >
> >
>