Author Topic: Need help with my XIRR  (Read 1207 times)

Manguy888

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Need help with my XIRR
« on: May 18, 2015, 06:34:59 AM »
I thought I understood this excel function but over and over again I cannot get it to report a meaningful value. I'm attaching a spreadsheet with my attempt.

It has an initial value of my investment at 1/1/15, a bunch of buys, and the final value today. I know that there is a ROI there, but it keeps coming up zero. Maybe I'm missing something with the negatives and positives?

I've attached the spreadsheet - if anyone could help me out it would be much appreciated.


velocistar237

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Re: Need help with my XIRR
« Reply #1 on: May 18, 2015, 07:21:33 AM »
Put your initial amount as negative, as though you were buying that much on that day. So in your amounts column, you'll have

($36,537.90)
($200.00)
...
$50,093.04

When I opened the csv file, the negative values were in column E, and the dates in column B, so do this:

=XIRR(E3:E89,B3:B89)

I got a result of 9.773%.

Manguy888

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Re: Need help with my XIRR
« Reply #2 on: May 18, 2015, 07:42:09 AM »
I was so close!

Thanks for the help.