M
MMcCawley
Hi everyone,
I was hoping to get some help creating a Buy/Sell trigger based on stoc
portfolio percentages. I'm not sure if VBA code will be required or i
my request is simple enough to do with Excel formulas but let me explai
what I'd like to achieve and hopefully you can point me in the righ
direction.
Let's assume that you have a stock portfolio made up of the followin
percentages:
25% Oil Stock 15% Alternative Energy Stock 10% Tech Stock 15
Pharmaceutical Stock 25% Housing Stock 10% Emerging Markets Stock
What I'd like to do is import and monitor the daily closing prices an
set up buy/sell triggers based on the portfolio percentages (thes
triggers don't have to link to my investing account, its solely to trac
percentages and monitor my portfolio). For example- Oil price goes up s
my portfolio percentage increases from 25% to 28%. I'd like to create
formula or VBA that would create a trigger and sell 3% of the stock t
get me back to 25%. Alternatively when Tech dropped by 3% I'd like t
create a trigger to buy an additional 3% .
I'd appreciate it if someone could give me some pointers on to how bes
set-up a spreadsheet formula which would allow me to do this.
Thank you so much for your help, Mat
I was hoping to get some help creating a Buy/Sell trigger based on stoc
portfolio percentages. I'm not sure if VBA code will be required or i
my request is simple enough to do with Excel formulas but let me explai
what I'd like to achieve and hopefully you can point me in the righ
direction.
Let's assume that you have a stock portfolio made up of the followin
percentages:
25% Oil Stock 15% Alternative Energy Stock 10% Tech Stock 15
Pharmaceutical Stock 25% Housing Stock 10% Emerging Markets Stock
What I'd like to do is import and monitor the daily closing prices an
set up buy/sell triggers based on the portfolio percentages (thes
triggers don't have to link to my investing account, its solely to trac
percentages and monitor my portfolio). For example- Oil price goes up s
my portfolio percentage increases from 25% to 28%. I'd like to create
formula or VBA that would create a trigger and sell 3% of the stock t
get me back to 25%. Alternatively when Tech dropped by 3% I'd like t
create a trigger to buy an additional 3% .
I'd appreciate it if someone could give me some pointers on to how bes
set-up a spreadsheet formula which would allow me to do this.
Thank you so much for your help, Mat