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I am fairly new to QV, and was trying to create a simple growth line chart base off a data stream of returns, below:
my initial dollar amount is $100(is variable set by input box), I have a table with dates and returns.
Date Return Market Value (expression)
1/31 2.80% =$100*(1+2.80%) = 102.80
2/29 -3.45% =$102.80*(1+(-3.45%) = 99.25
3/31 5.50% =$99.25*(1+(5.50%) = 104.71
I want an accumulate expression, thus my expression should have a conditional statement to handle the first month calculation with the starting market value of $100, then a second calculation to handle the periods after by using the market value of the previous period. Here is what I have so far:
I need that second ($(vAmt)) to be the value of the previous market value. Any help would be greatly appreciated, FYI-I only have personal edition, so I can't share or view other .qvw files.
Thanks in advance.