Multiple Equity Stocks Trading FIFO Gain Excel Calculator
Easy-to-use Excel calculator for calculation of profits in equity stocks trading using FIFO method.
How to Use:
Prepare raw data for your trades in similar format/layout as shown in Raw Data Tab.
Copy/Paste Special (Values) the raw data in columns A:H in Trade Sheet.
Formulas in columns I:AB in Trade sheet will calculate and show important data after every transaction and stock-wise summary of all trades will be displayed in Summary sheet.
You will just have to put your trading details i.e. Transaction Type (buy/sale), Date & Time of Transaction, Stock Ticker, Quantity, Price etc. In columns A:H in Trade sheet. If you trade in non-USD currency please put USD Conversion Rate for that transaction in column H. For USD transaction this value in this column could be either 0 or 1.
Excel formulas will automatically calculate FIFO gains and other important data for each equity and every row. You will see Gain/Loss after every transaction on FIFO basis in column AA. Besides this, spreadsheet will also show you other important data e.g. Cumulative Cost of Stock Purchased, Cumulative Proceeds from Sell of Stock, Number of Stocks Purchased/ Sold /In Hand after every transaction.
Summary sheet displays stock-wise summary of all trades. It shows Number of Stocks Purchased/Sold/In Hand, Cost of Stocks Purchased/ Sold/In Hand, Proceeds from Sale of Stock, FIFO Gain, Applicable Tax (@33%), and Percentage Return for every stock. It also shows Total of all trades in 1st row.
Other things to note:
Columns T:X contain formulas for calculating intermediate results. You may show or hide them as per your choice.
Column AC shows Error message if it finds that Sell quantity for any stock is greater than Buy quantity.
Trade Sheet uses Conditional Formatting to highlight Sell transactions in Orange and Buy Transaction in Green. Similarly Summary highlights Stocks with Loss in Orange and Stocks with Profit in Green.
Acquire business license from Eloquens marketplace (Use coupon code FIFOLIFO to get discount)
Please send equivalent amount ($19) to the addresses given below and email your transaction detail to . You will get the tool in your mailbox after payment confirmation.
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