allow duplicate entries using Lookup 2/1((Countif(...

gtd526

Well-known Member
Joined
Jul 30, 2013
Messages
673
Office Version
  1. 2019
Platform
  1. Windows
Hello,
Want to add allowing duplicate entries and original entries to G:G using the existing formula.
thank you


The Whole Enchilada.xlsm
FGHIJ
276/14/24SOXL$30.30$59.01$114.84
286/18/24QQQU$33.40$34.05$2.28
296/18/24AIBU$27.20$28.05$3.66
306/21/24WEBL$14.28$16.54$19.89
31     
32     
33     
34     
Capital Gains Tax
Cell Formulas
RangeFormula
F30:F34F30=IF(G30="","",TODAY())
G30:G34G30=IFERROR(LOOKUP(2, 1/((COUNTIF(G$26:$G29,'Roth IRA'!$A$9:$A$15)=0)*('Roth IRA'!$A$9:$A$15<>"")*('Roth IRA'!$T$9:$T$15="sold")),'Roth IRA'!$A$9:$A$15),"")
H30:H34H30=IF(G30<>"",AVERAGEIF('Roth IRA'!$A$9:$A$15,G30,'Roth IRA'!$E$9:$E$15),"")
I30:I34I30=IF(G30<>"",AVERAGEIF('Roth IRA'!$A$9:$A$15,G30,'Roth IRA'!$F$9:$F$15),"")
J30:J34J30=IF(G30="","",IF(VLOOKUP(G30,'Roth IRA'!$A$9:$K$15,11,0)<0,VLOOKUP(G30,'Roth IRA'!$A$9:$K$15,11,0),VLOOKUP(G30,'Roth IRA'!$A$9:$R$15,18,0)))
Press CTRL+SHIFT+ENTER to enter array formulas.
 

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What did Pito Salas invent?
Pito Salas, working for Lotus, popularized what would become to be pivot tables. It was released as Lotus Improv in 1989.
Here is the worksheet associated with the above formula.

The Whole Enchilada.xlsm
ABCDEFGHIJKLMNOPQRST
8 Symbol Sector Type Qty Price CURRENT MAX Value MIN Value CostBalanceG/L $G/L %Weight(%)Buy DateDaysLong TermCap Gain %Cap Ga CostAdj GainStatus
9WEBLInternet 3xLong88$14.28$16.54$19.80$16.41$1,256.64$1,455.52$198.8815.83%26.13%12/14/23190Short10%$19.89$178.99sold
10TECLTech 3xLong18$65.04$100.98$104.66$58.15$1,170.72$1,817.64$646.9255.26%24.35%12/14/23190Short10%$64.69$582.23open
11SOXLSemis 3xLong12$65.00$60.20$65.24$60.20$780.00$722.40-$57.60-7.38%16.22%6/20/241Short10%$0.00-$57.60sold
12UECUranium Energy CorpLong128$6.29$6.38$6.38$6.24$805.12$816.64$11.521.43%16.74%6/20/241Short10%$1.15$10.37open
13SRUUFSprott Physical UraniumLong39$20.42$20.03$20.45$20.03$796.38$781.17-$15.21-1.91%16.56%6/20/241Short10%$0.00-$15.21open
14            
15            
Roth IRA
 
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