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How can I create a new spreadsheet for tracking stock trading using a formula?

asked 2022-06-15 11:00:00 +0000

pufferfish gravatar image

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answered 2021-08-13 00:00:00 +0000

huitzilopochtli gravatar image

To create a new spreadsheet for tracking stock trading using a formula, follow these steps:

  1. Open a new Excel spreadsheet.
  2. In the first row, create headers for the following columns: Date, Ticker Symbol, Buy/Sell, Shares, Price, Commission, Total Cost, Total Value, and Profit/Loss.
  3. In the Date column, enter the date of the stock trade (use the same format for all dates).
  4. In the Ticker Symbol column, enter the stock symbol for the trade.
  5. In the Buy/Sell column, enter either "Buy" or "Sell" to indicate the type of trade.
  6. In the Shares column, enter the number of shares traded.
  7. In the Price column, enter the price per share at which the trade was executed.
  8. In the Commission column, enter any commission or fees associated with the trade.
  9. In the Total Cost column, use the formula "=(Shares*Price)+Commission" to calculate the total cost of the trade.
  10. In the Total Value column, use the formula "=(Shares*Price)-Commission" to calculate the total value of the trade.
  11. In the Profit/Loss column, use the formula "=(Total Value-Total Cost)" to calculate the profit or loss from the trade.

Note: You can customize the spreadsheet to suit your specific needs or add additional columns as desired.

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Asked: 2022-06-15 11:00:00 +0000

Seen: 10 times

Last updated: Aug 13 '21