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

gtd526

Well-known Member
Joined
Jul 30, 2013
Messages
696
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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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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