I have a table of stock symbols, dates and values for a series of transactions:
AAA 01/01/15 $100.00
BBB 02/01/15 $200.00
AAA 03/13/15 $317.00
CCC 03/13/15 $152.00
BBB 04/01/15 $140.00
AAA 03/21/19 -$500.00
BBB 03/21/19 -$300.00
CCC 03/21/19 -$200.00
How can I calculate XIRR separately for each stock symbol?
Using the function in array mode with conditions.
To introduce the formula as array use [Ctrl+shift+enter] instead [enter]
Thanks! The only tweak I needed to make was for the second IF clause. I changed the ELSE part from “” to “today()”:
IF(A1:A9-$E$1;C1:C9;today())
Without that tweak XIRR returns strange (incorrect) results when IF returns an array that begins with an old or blank date.