Dave, Thank you for the code behind "Make All Positions Automatically using Fuzzy Logic (beta)". It is fantastic!
From what I can tell, the button on the file in this related thread is mostly correct https://www.experts-exchange.com/Software/Office_Productivity/Office_Suites/MS_Office/Excel/Q_27783318.html
It will be difficult for me to sort it out fully until a disposition column exists as well as some others. We probably need all the columns in unit to appear in the positions instead of doing a description column. Not to put that in was a mistake on my part. Also needed is the rule that a Debit value is a minus and Credit value is a plus and refers to the value cell or cells above it.
I think at this stage, we should start with the "Disposition (D) Column".
We should change the Strategy Index column from Si to I and add a Disposition column D after it. That column should reflect the disposition per these rules https://docs.google.com/document/d/1jX9DSUTURBJ6sTdwFGff80a-jdgCyLivzXg2AcLZpdE/edit?pli=1
If you choose a different direction at this stage or think one of those other things we discussed should be done first, then that would be just fine of 'course. I am very grateful for your assistance!