MarketXLS

Holdings Value

Returns the current market value of holdings.

Syntax

=HoldingsValue(Symbol)
Excel Desktop (Windows)

Examples

=HoldingsValue("AAPL")

When to Use

  • Portfolio valuation
  • Position sizing

When NOT to Use

Scenario Use Instead
Gain only HoldingsGain()

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MarketXLS Excel Add-in Tutorial - How to Use Holdings Value and Other Financial Formulas
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