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Thursday, January 14, 2010

Stock Portfolio Spreadsheet Data & Formulas

To get the sum for F4 you will need to multiply D4 and E4, that will give you the total of the initial cost, and do the same thing for D4 through F12.
To get the Current Value you will need to add the Initial Cost and the Current Price Per Share and that is going to give the the total to get the Current Value.
To get the Gain/Loss you will need to subtract the Current Value from the Initial Cost and that will give you your Gain/Loss.
To get the Percent of the Gain/Loss you would have to take the Gain/Loss and subtract the Initial Cost from it.


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