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determine monthly p/l from spread sheet


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determine monthly p/l from spread sheet

  #1 (permalink)
 
malibu's Avatar
 malibu 
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Can someone please tell me how (software or whatever) to produce monthly returns from the attached spreadsheet?

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  #3 (permalink)
 
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 malibu 
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Is this sheet maybe more applicable????

I just need to be able to generate that in, say, june of 2005 the account grew by x% (unrealized and realized). I am so disgusted by this whole thing.

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  #4 (permalink)
 
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 malibu 
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Like this, Itchy???

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  #5 (permalink)
 
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 malibu 
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thanks, itchy.

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  #6 (permalink)
 Itchymoku 
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Trying to figure it out from adding or subtracting from a total equity is just going to give you a heart attack.

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  #7 (permalink)
 
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 Big Mike 
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Your first attachment has the individual % return for each trade it seems, but it is missing correct dates.

Fix the dates, and then you can do it in Excel easily but simply graphing the F column "% return" grouping by month.

Mike

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  #8 (permalink)
 
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 malibu 
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thanks yall

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  #9 (permalink)
 
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 malibu 
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ok so I have made another sheet which I think fits the bill... but...
I dont know how to group the returns by month... please help

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  #10 (permalink)
 Itchymoku 
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How to Make a Graph With Months in Excel | Chron.com

R.I.P. Joseph Bach (Itchymoku), 1987-2018.
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