How to calculate the total value considering a given attribute as increment or decrement parameter?

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I have a spreadsheet in excel where purchase shares (C) and sale (V) are recorded in the same column, already in another column I have the traded values.

Example:

  Ação |  Valores
  ----------------
    C  |  3.000,00
    C  |  200
    V  |  3.500,00

In a second table I have records of deposit (D) and serve (S):

  Ação  |  Valor
  --------------
    D   |  5.000
    S   |  500

How can I calculate the balance total in portfolio considering that, each drawing (S) or purchase (C) should decrease the balance, already selling shares (V) or deposit (D) should increase the balance?

excel

1 answer

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I created an example according to the information you made:

inserir a descrição da imagem aqui

The formula that is contained in the cell K3, representing the Balance current:

=SOMA(C:C;G:G) - ( SOMASES(C:C;B:B;"C") + SOMASES(G:G;F:F;"S") )

Where we add all values and decrease according to Purchases(C) and Withdrawals(S)

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