Build complex formula for existing workbook

My name is Pilar, I am working on building an excel for tax calculation purposes and I am running into some trouble with a formula that I cannot build-in on my own.

The excel is basically an annual gain/loss stock portfolio statement that takes the dollar amount of the purchase and sale proceeds and converting it into the official Mexican peso rate on those respective dates.

The part that I am having trouble with is that the Mexican IRS requires that the cost of acquisition be adjusted by inflation so it yields the "Actualized Acquisition Cost” and that is the one that I must use to determine the gain or loss from the sale.

The “Actualized Acquisition Cost” is calculated by taking the cost of acquisition of the stock plus the inflation for the period the stock was held. The inflation is equal to the sum of all the monthly inflations from the purchase date up to the month prior to the sale of the stock.

Actualized Acquisition Cost = (Total inflation + 1) * Aquisition Cost

The formula requires:

For each individual stock acquisition, the sum of the inflations of each month from the purchase date up to the month prior to the sale date. The inflations would have to be looked-up and summed from a monthly inflation table. Depending on the purchase stock dates, the inflation summation will:

1) start in different months and,

2) sum different periods.

Taidot: kirjanpito, tietojenkäsittely, Excel, Rahoitus, Visual Basic

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Tietoa työnantajasta:
( 0 arvostelua ) CDMX, Mexico

Projektin tunnus: #17800645

Myönnetty käyttäjälle:


I can write the necessary formulas in Excel. I have excellent command on MS Excel formulas. I have completed complex projects in Excel before . For instance - Built a delivery schedule for pick-up and drop of raw Lisää

$60 USD 1 päivässä
(75 Arvostelua)

35 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön


I am an ACCA (UK) professional , APA and Mcom finance. After carefully reading your project description, I think that I am the perfect candidate! With over 10 years of experience. I can guarantee getting the job ri Lisää

$111 USD 3 päivässä
(551 arvostelua)

Hello, i have read your project details and i can help you with 100% quality and your satisfaction. I have delivered more than 400 project with client satisfaction. Please see my profile . I have more than 5 years o Lisää

$250 USD 3 päivässä
(286 arvostelua)

Hello Pilar, I’m an Excel expert and I would like to help you with your formula. Please send me a message so that we can discuss more.

$100 USD 3 päivässä
(285 arvostelua)

Hi, I have more than 14 years of Excel/VBA exp. Let us discuss more details so that I can estimate cost and time better. I have completed more than 310 projects. Please look at the feedback left by my em Lisää

$150 USD 5 päivässä
(131 arvostelua)

Greetings! I am a Specialist in Excel and am keen to help you here. Look forward to hear from you. Thanks, RRC

$250 USD 7 päivässä
(72 arvostelua)

Went through the Excel screenshot and also the Monthly inflation table. Having the stock acquired date, excahnge rate Sold date and Exchange rate Acquisiting cost and Acutalised cost The Actualised cost to be b Lisää

$100 USD 2 päivässä
(51 arvostelua)

Good evening. my name is Donna. I have read your project description. I feel I am qualified to assist.   I have 19 years experience in Access and Excel VBA and macro coding. My expertise are Access and Excel databas Lisää

$55 USD 1 päivässä
(20 arvostelua)

I am a professional Financial Analyst, Financial Accountant and Taxation expert holding years of experience in utilizing advance level tools and functions of Excel (including VB, Macros and Formulas) to perform financi Lisää

$60 USD 1 päivässä
(141 arvostelua)

I am an Excel specialist with a lot of experience in creating complex formulas and macros. You may check some of my projects here: [login to view URL]

$50 USD 1 päivässä
(38 arvostelua)

Hi Pilar, I'm Rodrigo. I have experience in using Excel and doing complex calculations. I have done it in the past and also do it on a daily basis at my current job. Please send me a message so we can further discu Lisää

$83 USD 1 päivässä
(14 arvostelua)

i can do this. i have good command over Ms excel especially pivot table, charts, advance formulas, formatting, macro etc. Please review my profile and inbox [login to view URL]

$200 USD 2 päivässä
(14 arvostelua)

This is a very simple formula. If you send out the file, i can set it up and send it back. I have 10 yrs of experience in MS Access and EXCEL VBA MACRO including formula, user forms, data analysis reporting and temp Lisää

$35 USD 0 päivässä
(9 arvostelua)

"Hello, I am happy to inform you that I have read your project "Build complex formula for existing workbook" description and understood all of your required requirement. I'd like to help you with confidence and satis Lisää

$30 USD 7 päivässä
(10 arvostelua)

I'm very interested in your project. I have a lot of experience with excel and VBA for excel. I've checked the requriement, and I can do it. I'm a full stack developer and I can work right now. Please contact me so Lisää

$150 USD 3 päivässä
(4 arvostelua)

Hi Good day! A serious freelancer here! I have a lots of available time to this work. I can help you to complete this work in less than a day. Can I help you? I am VBA Macro developer for 6 years now. I Lisää

$30 USD 0 päivässä
(7 arvostelua)

Hi there, Hope you are doing well. I know your time is very important. If you are not in hurry let me introduce myself; I am Cost and Management Accountant by profession. I have seen your project and I want to do this Lisää

$111 USD 5 päivässä
(2 arvostelua)

Set Excel Formula for counting inflation during the holding period, finish in one day.

$55 USD 1 päivässä
(0 arvostelua)

Don't pay me till I got what you are looking for! Relevant Skills and Experience Extensive experience in excel formulas... I have created a world cup pool for 100 people in excel recently for 2018 world cup.

$66 USD 1 päivässä
(0 arvostelua)

Hey Pilar, My name is Gurjot. I have a degree in Commerce so I am familiar with this kind of work. I think I have an efficient solution to your problem. 1 questions, is there a specific source you have in mind Lisää

$111 USD 2 päivässä
(0 arvostelua)

Hola Pilar me encantaría poder ayudarte soy fan de la matemática

$88 USD 1 päivässä
(0 arvostelua)