Calculate profits on stock sales on FIFO basis
"JoeU2004" wrote in message ...
"Vivek" wrote:
The sheet could look like this:
Date Stock Action Qty Price Gain
01-01-09 IBM Buy 50 100
01-01-09 [....]
01-02-09 IBM Buy 25 105
01-03-09 IBM Buy 75 110
01-04-09 IBM Sell 100 120 1625 ( 1625 is 50*20 + 25*15 +
25*10 )
01-04-09 [....]
01-05-09 IBM Sell 25 130 500 ( 25*20 )
I see now. You maintain records differently than I do. I wonder how you
would handle splits and stock dividends that change basis. Well, maybe
that's your next question ;).
I don't mind adopting a different format as long as it works.
My current sheet is a mere export from the trade book
of my trading account, not something I've designed!
If you have a template for calculating gains on stock sales
let me know because I couldn't find anything via Google.
If possible you may mail it by deleting DELTETHISNOW and NOTSO
from the address I give in these newsgroups.
Thanks again.
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