IPO Performance

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:

IPO=FIRST(OPEN());
(CLOSE()-IPO)/IPO

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.

 

Save the attached workbook for the US example above.

IPO-Watchlist1.owb (31 KB)

Thanks!

Here’s an updated workbook with 2020 US IPOs.

US-2020-IPOs.owb (64.8 KB)

[postquote quote=59795]
Aussie IPOS :wink:

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/