How do I create an XIRR function based on unique names and between certain dates?
Budget $10-30 CAD
I'm trying to create an XIRR function that will calculate the return based on an unique investment names and corresponding cash flows between certain dates. For example, I want to calculate the IRR for Investment A between 01/16/2018 to 5/20/2018 with the following cash flows:
Investments Dates Amounts
A 01/15/18 ($55)
B 01/18/18 ($20)
B 01/19/18 $9
B 04/06/18 $6
A 04/08/18 $24
A 05/20/18 $40
B 05/21/18 $7
A 05/23/18 ($5)
Start 01/16/18
End 05/20/18
The challenge I am having is skipping past the Investment B cash flows and only calculating Investment A. This is a simplified version of what I’m trying to do. The full version has about 50 investment names spread over about 1000 rows. Any suggestions would help. I’ve tried using fncs INDEX, MATCH, OFFSET, COUNTIF.
7 freelancere byder i gennemsnit $22 på dette job
Greetings! I have worked on the requirements and now have a working formula that does return XIRR for specific investment. The formula is a bit complex. If you can award the project, I can share the formula immediat Flere
Hello, Both are your formulas are correct. Just sort your Table A:C by the first column (column "A" - "Investments"). Best regards, Duong
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I am a professional Financial Analyst and Excel expert and can easily help you in creating that functions with different parameters and criteria. I will be happy to discuss in detail.
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This task can be accomplished in a single cell with an array formula. I have created a formula in your sample sheet that works (I verified the result manually)