I am going to provide a simple answer here even though the question your asking may be more complex. I build my own Lotus(or Excel) spreadsheet useing the following:1. Symbol2. Date of Purchase3. Shares purchased4. Purchase price5. Commission6. 3 * 4 + 5 (Basis)7. Date of sale8. Shares sold9. Sales price per share10. Sale commissions11. Net proceeds (8 * 9 - 10)12. Gain / Loss (11 - 6)13. Days Held (7 - 2)14. ST Gains / Losses (@if(col13<366,col12,0)15. LT Gains / Losses (@if(col13>365,col12,0)Then I put in the appropriate column totals, particularly columns 14 & 15 so I always have a running year-to-date total of all st/lt gains and losses.
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