Please help me for excel formula

[Dan Edward Anore]

Hello,

Good day!
I'm trying to make a formula for my portfolio in the stock market, but I don't know to what formula what I am going to use. Please help me to formulate the right formula.

1. Total Amount (Stocks Only)
I want to get the sum of the total amount (Stocks Only) per each stock code and if the Action is "Buy" (TRADING LOG-COL Sheet), all of the amount should be added and if the Action is "Sell" (TRADING LOG-COL Sheet) will subtract.

2. Net Amount (Stocks + Fee)
Same the sequence of Stocks Only but the fee should add.

And If you have an idea on how to get the Gain/Loss, % Gain/Loss, Portfolio%, please help me also. Thank you in advance and God bless.

 

[Deepak Sharma]

HI Dan,

Firstly I would advice to Un-merged your cells, I saw everywhere there are merged cells.

Thanks !

 

[Dan Edward Anore]

Hello Sir Deepak,

Thanks you so much for your response.
I already un-merged the cells as your advice. Please see the attached file.
Thanks.

 

[GraH - Guido]

would a simple SUMIFS () do?
=SUMIFS(StocksOnly;Code,'COL-PORTFOLIO'!$C10,Action,"BUY")-SUMIFS(StocksOnly,Code,'COL-PORTFOLIO'!C10,Action,"SELL")