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Help With FIFO U P/L & R P/L on Multiple Stocks

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    Help With FIFO U P/L & R P/L on Multiple Stocks

    Hello Gents.,

    With all credits due to Excel Forum I managed to create a simple Stock Portfolio FIFO Template. It took me nearly a month of research to put something together but never got the FIFO P/L Calculations right. Until I read a post from Forum Expert kvsrinivasamurthy which I implemented it to my Sample.
    https://www.excelforum.com/excel-for...-of-stock.html

    I have entered simulated trades on Thinkorswimm platform to verify my results and they matched perfectly.

    Having said this, I have one small problems that I would like to resolve if possible.

    I am unable to input multiple Stock Symbols, I get bad results for obvious reasons. -See Table 1
    Currently I have to have Separate Table Per Symbol to get it right. -See Table 2 and 3

    It would be so much better if I could input all trades in one Table and get the right Results
    In Column P - Q - R. of Table 1.

    Column Y calculations are generated by the kvsrinivasamurthy's UDF Code.

    I have Highlighted in Table 1 the desired results that were copied from Table2 and Table 3.

    Hope it can be done, I personally have hit a wall.

    Thank you for your Help
    Cheers
    ONP
    Attached Files Attached Files

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