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Stock Portfolio - Aggregating over multi sheets

  1. #1
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    Stock Portfolio - Aggregating over multi sheets

    Hey guys

    I'm creating a spreadsheet to keep track of my stock holdings.

    I've got several portfolios. Each of these portfolios is in its own "sheet"

    I'm wanting to create a summary sheet which will total up my holdings in each stock.

    eg

    Portfolio 1 - Sheet 1
    ABC 2000 shares
    XXX 1500 shares
    XZY 1000 shares

    Portfolio 2 - Sheet 2
    ABC 1000 shares
    XZY 8000 shares

    Portfolio 3 - Sheet 3
    TTT 500 shares

    So the summary sheet would collate the holdings over multiple sheets and produce something that looks like this

    Summary - Sheet 4
    ABC 3000 shares
    XXX 1500 shares
    TTT 500 shares
    XYZ 9000 shares

    Obviously if I add a new stock to one of the individual portfolios this needs to be automatically updated in the summary.

    Can anyone give me any guidance on the excel formula to do this?

    Cheers

  2. #2
    Forum Expert contaminated's Avatar
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    05-07-2009
    Location
    Baku, Azerbaijan
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    Excel 2013
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    1,430

    Smile Re: Stock Portfolio - Aggregating over multi sheets

    To create this kind of summary sheet u can use long formulas and ... PIVOT TABLE WITH MULTIPLE CONSOPLIDATION RANGES

    I've attached dummy with instructions in it, so you can see what i am talking about...

    But Pivots are not updated automatically. So you can actually uce belowstated VBA code to refresh your PT once you have activated the sheet.

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    Last edited by contaminated; 01-21-2010 at 02:07 AM.
    Люди, питающие благие намерения, как раз и становятся чудовищами.

    Regards, ?Born in USSR?
    Vusal M Dadashev

    Baku, Azerbaijan

  3. #3
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    [SOLVED]Re: Stock Portfolio - Aggregating over multi sheets

    Thanks. Issue solved

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