Settings and activity
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An error occurred while saving the comment Mike Ellacott Ellacott shared this idea · -
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4 votesMike Ellacott Ellacott supported this idea ·
This is easy to do. A colleague of mine solved it easily. Essentially, the trick is around getting the date you acquired the shares correctly formatted. Behind a correctly formatted date is a number ( e.g 01/01/1900 is day 1 ) so if you subtract two dates you get the number of days between the two dates ie the number of days you have held the share. This must be a positive number ie recent date minus an earlier date
If you set up one fixed cell with todays date ie when you switch on you automatically get the current date in your spreadsheet. You then subtract the date you acquired each share (say the settlement date from the contract) from todays date to give you the number of days you have owned that particular share. Its easy then to calculate an annualised return. From this point you only have to type in the date and you get an automatic update of the annualised returns every time you switch on