I think the solutions I have provided can work, but I expect the OP would much rather have a nice array formula based solution:
https://support.office.com/en-us/art...b-a303ad9adc9d It involves the XIRR() function which does not like the usual array formula "replace the unwanted data with boolean/text and the main function just ignores the boolean/text" approaches. I seem to recall some of you having a different array formula technique that can completely remove the unwanted data from the input arrays. I expect that any of your solutions will be a lot easier if the OP will add the final valuation records to the XIRR data like I describe in the pivot table approach I outline in post #5.
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