Set Up Spreadsheet To Calculate Margin On Stock Positions

Nov 16, 2011

I am trying to set up a spreadsheet to calculate margin on stock positions.

There are 3 tiers, based on number of shares. My example:

400 shares in held in total.

1st 200 shs margin at 10%.

next 100 shs margin at 20%.

everything above 300 shs (ie 100) margin at 30%.

The 400 shs may be made up in any number of ways, (ie lots of smaller amounts) and i need a formula to give me the margin amount on each position, flexible enough for when positions are added / removed.

I've been looking at SUMPRODUCT but can only seem to make it work for the total, not each individual position.

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How To Calculate The Sale And Margin Between Certain Hours

Sep 10, 2008

I have a table with daily sale entries and margins. I want a formula to calculate my sale and margin between certain hours.

The original data table is below.

Data table:
ABCDEF1DateHoursQuantityUNIT PRICESALEMARGIN201/07/0810:351-4,00-4,00-4,00301/07/0810:35122,0022,0010,05401/07/0810:5016,006,001,80501/07/0810:5016,006,001,80601/07/0811:0313,803,802,00701/07/0811:0316,806,801,67801/07/0811:0415,005,002,64901/07/0811:0733,339,993,901001/07/0811:0735,0015,008,071101/07/0811:1016,006,003,971201/07/0811:1115,605,602,971301/07/0811:1316,006,003,971401/07/0811:1412,602,601,831501/07/0811:1412,602,601,781601/07/0811:21111,6011,606,401701/07/0811:2226,0012,006,821801/07/0811:2413,503,501,471901/07/0811:28111,6011,603,952001/07/0811:4115,605,602,902101/07/0811:4115,605,602,902201/07/0811:42118,8018,806,722301/07/0811:4417,807,801,612401/07/0811:4523,507,002,942501/07/0811:4712,002,001,532601/07/0812:0113,203,201,84

The results I need:
ABCD1DATESALE BETWEENSALEMARGIN201/07/200810:00 TO 11:0030,009,65301/07/200811:00 TO 12:00148,8970,04

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EX1.JPG

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cutdown Example of Stock Sheet.

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