Transpose Data for Several Hundred Stock Trades

An understanding of stock trading, including short positions, is necessary to complete this project.

To bid on this project, please make a copy of the spreadsheet and complete 3-4 new rows in the Output tab to confirm that you understand what needs to be done for the project, then include the link to your copy with your bid.

Do not hesitate to ask any clarification questions before accepting the project.


I will share with you a Google spreadsheet with two tabs: Input and Output. The project is to transpose data from the Input sheet into the Output sheet. Here is an example spreadsheet:

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There are 150 rows in the Input of the complete spreadsheet. Each row contains one or several actions for buying, selling, shorting, or covering stock positions.

Each Input row must be transposed into one or several Output rows that correspond to when the position for a stock was entered (either a buy or a short) and when the position was exited (either sell or a cover).

If the Input Action is a Buy, enter "long" in the Output Direction and enter the Start Date.

If the Input Action is a Short, enter "short" in the Output Direction and enter the Start Date.

If the Input Action is a Sell, find the corresponding Buy for that stock and enter the End Date.

If the Input Action is a Cover, find the corresponding Short for that stock and enter the End Date.

Note that it is possible for the same stock to enter a long or a short position multiple times before exiting. In that case record each separate entry as a new row, and enter the same End Date for all rows when the position is eventually closed.

Skills: Finance

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About the Employer:
( 67 reviews ) Stamford, United States

Project ID: #30518989

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Hye Sir/mam, I have just added 8 new rows in output sheet to give you an evidence of my understanding of this task. I am involved in Stock trading for very long time so i can understand all terminologies, this task ma More

$100 USD in 5 days
(0 Reviews)

6 freelancers are bidding on average $165 for this job


Hi, I am an Indian Chartered Accountant with 7+ Years of experience. I have gone through your requirement and I have completed the sheet for a stock "W", link of sheet as under- [login to view URL] More

$250 USD in 7 days
(2 Reviews)

Hi, Excel Expert here with in depth knowledge of Business accounting and Finance. I have read your job description and I am interested. Kindly message me for discussion Regards Shoaib

$100 USD in 2 days
(0 Reviews)

I saw your problem and im confident it can be solved using programming. I worked on R code for portfolio allocation and trading performance before. ill charge more but,.in the future, youll be able to use the code whe More

$250 USD in 5 days
(0 Reviews)

Hello, I can easily do this but you don't have the prices in example sheet to calculate the HPR (holding period return). If you have the complete sheet (150 input rows including the entry price) then I can use formula More

$250 USD in 2 days
(0 Reviews)

I have worked with the stock trading company many times so i found my self compatible with this job.

$40 USD in 7 days
(0 Reviews)