equity portfolio

  1. A

    Max Drawdown, portfolio

    Greetings all - I think I am close to having this right, but certainly am missing something. I am trying to calculate Max Drawdown of a portfolio, and have the following: CS2 =(running total equity curve) CT2 =max(CS2,CT1) CU2 =IFERROR(IF(CS2=CT2,0,MAX(CU1,CT2-CS2)),"") CV2...
    • aiki100
    • Thread
    • drawdown equity portfolio max producing running total
    • Replies: 8
    • Forum: Excel Questions
  2. R

    Calculating profit and loss and open positions by date

    Hi all, I have a tradesheet from my equity portfolio that looks something like the below (but much much longer). I have this in a table in an Access database at the moment. I have two queries that I was hoping someone could assist with: 1. I would like to be able to look at the open positions...

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