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How do I create an XIRR function based on unique names and between certain dates?

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torcan How do I create an XIRR... 08-12-2018, 01:10 AM
Pepe Le Mokko Re: How do I create an XIRR... 08-12-2018, 02:41 AM
torcan Re: How do I create an XIRR... 08-12-2018, 02:56 AM
AliGW Re: How do I create an XIRR... 08-12-2018, 03:13 AM
Glenn Kennedy Re: How do I create an XIRR... 08-12-2018, 04:58 AM
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    How do I create an XIRR function based on unique names and between certain dates?

    I'm trying to create an XIRR function that will calculate the return based on an unique investment names and corresponding cash flows between certain dates. For example, I want to calculate the IRR for Investment A between 01/16/2018 to 5/20/2018 with the following cash flows:

    Investments Dates Amounts
    A 01/15/18 ($55)
    B 01/18/18 ($20)
    B 01/19/18 $9
    B 04/06/18 $6
    A 04/08/18 $24
    A 05/20/18 $40
    B 05/21/18 $7
    A 05/23/18 ($5)

    Start 01/16/18
    End 05/20/18

    The challenge I am having is skipping past the Investment B cash flows and only calculating Investment A. This is a simplified version of what I’m trying to do. The full version has about 50 investment names spread over about 1000 rows. Any suggestions would help. I’ve tried using fncs INDEX, MATCH, OFFSET, COUNTIF.

    The spreadsheet is attached for reference.

    I appreciate the help ahead of time!
    Attached Files Attached Files

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