I’m trying to manipulate a trading system that was created by my old boss. He has multiple tabs of the same trading system for the different portfolios, but I want to establish just 1 tab where you can switch between the portfolios in one swift click.
I know you can create combo boxes or by simply having all information link up to a cell that holds Portfolio (A, B, C, etc…) that it would work. However, there is one bit of information that is still hand entered, which is it’s ID or properly called, CUSIP. I need to find a method to find the CUSIP (on another tab) and pull it in the right place.
It seems like a simple VLOOKUP, but I have many different funds for each portfolio and many times the same fund used in multiple portfolios. I need the CUSIP cell’s to give me the values of the respective portfolio so when I click portfolio A I will get all the funds CUSIPS in their proper position.
I’m sorry I can’t give screen shots as assistance.
What I should also mention is that the portfolios have different # of funds. One can have 15 while the other only 10. They also can be different funds in each respective portfolio. While many will be the same, some will vary.
That is where my problems lie. I know if the funds were the same from portfolio to portfolio it would be easy, but I’m not sure how to solve this issue with different funds and different # of funds.
If anybody can help me with this dillemma I would greatly appreciate it.
Andrew
