How to display P&L account data in Excel Pepperstone

How to track my Pepperstone P&L in Excel

Having a live view of your acount data is really important (and useful) when you are spending more and more time trading in Excel!

Here is a quick guide on setting up a live Excel view of your account data, such as profile & loss (P&L), account balance and margin.

This post assumes you have set up your account number in a named range in my other post here, if not head over and finish those steps first.


Copy the following names and cell formulas into your Excel sheet.

Currency:

=RTD("fxbluelabs.excelrtd",,AccountNumber, "currency")

Balance:

=RTD("fxbluelabs.excelrtd",,AccountNumber, "balance")

Equity:

=RTD("fxbluelabs.excelrtd",,AccountNumber, "equity")

Floating PL:

=RTD("fxbluelabs.excelrtd",,AccountNumber, "pl")

Floating PL %

=RTD("fxbluelabs.excelrtd",,AccountNumber,"pl") / RTD("fxbluelabs.excelrtd",,AccountNumber,"balance")

Used Margin:

=RTD("fxbluelabs.excelrtd",,AccountNumber, "usedmargin")

Free Margin:

=RTD("fxbluelabs.excelrtd",,AccountNumber, "freemargin")

Margin Use %:

=RTD("fxbluelabs.excelrtd",,AccountNumber,"usedmargin") / RTD("fxbluelabs.excelrtd",,AccountNumber,"equity")

Last Update:

=RTD("fxbluelabs.excelrtd",,AccountNumber, "LastUpdateTime")

And that’s it!
Take a look at our downloads section for working examples of live P&L data in Excel.

Posted in HowTo, Pepperstone.

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