GoogleSheets - Calculate XIRR from different sheet

Asked Jul 09 '23 at 12:08

Active Jul 09 '23 at 12:54

Viewed 45 times

I have two sheets: Portfolio and Transactions.

My transaction sheet looks like this :

My portfolio sheet looks like :

Here total Market rate refers the current market price of total X stocks.Say, I have a total of 44 HDFCBK stocks, so 44 * current market price (Rs.1659.9) is 73,035.6.

I would need to display the XIRR of each stock in my portfolio sheet from transactions sheet.

Any help how this can be done?

Thanks.

edited Jul 09 '23 at 12:54

marc_s

732,580
175
1,330
1,459

asked Jul 09 '23 at 12:08

usr_lal123

do you have a "selling" sheet? – MattKing Jul 09 '23 at 15:46
Nope. XIRR needs to be calculated based on today's date anyday. – usr_lal123 Jul 10 '23 at 01:58
right, i know the XIRR function, i'm asking if you ever anticipate having any sales of positions at all? There does not seem to be any in the sample data? – MattKing Jul 10 '23 at 11:51
XIRR needs to be calculated based on the assumption that I am going to sell that stock in today's rate – usr_lal123 Jul 10 '23 at 12:53
i understand that. i'm saying it also is calculated by taking into account any prior sales of *part* of the position. I don't see any examples of that in your data – MattKing Jul 10 '23 at 16:14

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