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Author: TheBadger Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 123501  
Subject: Re: spreadsheet for calculating cap. gains Date: 1/27/1999 11:18 AM
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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. Symbol
2. Date of Purchase
3. Shares purchased
4. Purchase price
5. Commission
6. 3 * 4 + 5 (Basis)
7. Date of sale
8. Shares sold
9. Sales price per share
10. Sale commissions
11. 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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