IPO Performance

Optuma Forums Optuma Scripting IPO Performance

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  • #53683
    DarrenDarren
    • Topics: 56
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    • Posts: 544

    Use the FIRST() function in a watchlist to calculate IPO performance.

    To calculate the opening price of the first bar use FIRST(OPEN()), which can then be used to calculate the performance in a column or Show View:

    The IPO Date column is FIRST(BARDATE()) with the Column Type set to Date.

    Note: by default the watchlist will load data for the last year only. To get the first values from more than a year ago change the watchlist’s Date Range property to Everything.

    Capture

     

    Save the attached workbook for the US example above.

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    #53707
    AvatarJonathan
    • Topics: 35
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    • Posts: 90

    Thanks!

    #59795
    DarrenDarren
    • Topics: 56
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    Here’s an updated workbook with 2020 US IPOs.

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    #59891
    AvatarJonathan
    • Topics: 35
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    • Posts: 90

    Here’s an updated workbook with 2020 US IPOs.

    Aussie IPOS 😉

    #59893
    DarrenDarren
    • Topics: 56
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    Hi Jonathan,

    Have you signed up for our weekly blog email? I updated the Aussie IPOs is last week’s post:

    https://www.optuma.com/blog/

    1 user thanked author for this post.
    #59999
    AvatarRaphael
    • Topics: 12
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    Hello Darren, how are you?

    I did it for Brazilians IPO stock, but i have a issue. Its capturing today date instead of IPO date.
    I´m using same formula as you FIRST(BARDATE()) and also using bloomberg data. (attachted)

    Do you have any idea whats wrong?

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    #60035
    DarrenDarren
    • Topics: 56
    • Replies: 488
    • Posts: 544

    Hi Rafi,

    I think the issue is because of the way watchlists update with realtime data. I’ll see if we can get that looked at, but in the meantime the only work-around would be to use our End-of-Day Brazilian data, or turn off the connection to Bloomberg before opening the workbook.

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