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![]() "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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