▲ 1 r/excel
| Security | Date Purchased | Shares | Purchase Price | Purchase Amount | Sale Date | Sale Price | Sale Amount | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| MSFT | 1/2/2025 | 100 | $350.00 | $35,000.00 | 2/17/2026 | $395.50 | $39,550.00 | $4,550.00 |
| TSLA | 12/1/2025 | 100 | $430.10 | $43,010.00 | ||||
| Money Market | 2/18/2026 | 39550 | $1.00 | $39,550.00 |
See table of securities purchases and sales above. I'm looking to create a monthly graph of the total value of all outstanding securities. You can assume that if the money isn't in a purchased security it's in the Money Market so for the graph purposes I'm fully invested. How do I create the graph? In December the total value would be $43,010. January it raises to $78,010 (the $43,010 plus the $35,000) in February it increases to $82,560. (the $43,010 plus the $39,550) It would be very similar to a net worth graph. Thank you in advance for any help. I've been trying to figure this out for months.
u/Card__Player — 15 days ago