IPO Performance

Optuma Forums Optuma Scripting IPO Performance

This topic contains 3 replies, has 2 voices, and was last updated by Darren Darren 1 month ago.

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  • #53683
    Darren
    Darren
    • Topics: 37
    • Replies: 238
    • Posts: 275

    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.

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    Save the attached workbook for the US example above.

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    #53707
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    Jonathan
    • Topics: 27
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    Thanks!

    #53709
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    Jonathan
    • Topics: 27
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    I must be doing something wrong as its all blank for US shares…?

    I’ve tried to import the data and reset the US data history.

    Was a good idea though.

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    #53777
    Darren
    Darren
    • Topics: 37
    • Replies: 238
    • Posts: 275

    Hmm I think it might be because I was using a slightly different data source… Try deleting the symbols from the watchlist (highlight them all and hit the delete key, just like in Excel) and then type the symbols to add them again, and see how you go.

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