Purchase price information will come from your original stock tracking worksheet.

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Join Sign In Member Sign In Keep Me Signed In What does Remember Me do Forgot Password Create a New Account Close this window Help Finance Insurance Investing Money Managing Real Estate Retirement Planning Tax Information Finance Investing Investing for Beginners How to Use Excel to Keep Track of Stocks By: Courtney Ryan Keep track of your stock trades yourself using Microsoft Excel.

How to Declare Taxes on Stocks Savvy investors make decisions to buy or sell stock on the basis of data rather than guesses or feelings.

There is no better exercise to increase your acumen as an investor than to track your own stock data yourself.

In very little time, you can set up Microsoft Excel worksheets to track your stock trades, guide your future investment decisions, and gauge the success of past investments.

Basic Information Excel is well suited for tracking basic information about a stock.

Using one line per type of stock, set up the following columns: stock name, ticker symbol, number of shares purchased, and buying price.

Each cell should be easy to fill in based on easily accessible data provided by your brokerage firm.

If you buy additional shares of the same stock at a new price, record the new shares in a new row.

Then, in the cells below for each stock youre tracking, input the following formula: (((Buying PriceShares Purchased(Commission2))Shares Purchased)-Tax RateBuying Price)(1-Tax Rate).

For each of the variables, you could either put in the exact numbers from the previously gathered data, or you could build the formula using cell references.

Commission is the amount that you must pay to your brokerage service each time you buy or sell a stock.

It is Commission2 in the formula, because you will have to pay this commission twice for the one stock: once when you buy and once when you sell.

Tax Rate will either be the long-term capital gains rate for that year, if you plan to hold the stock for one year or longer, or your federal tax bracket, if you expect to sell the stock before one year is up.

You could also add in your state income tax rate as well to this number.

Once Excel calculates the solution to this formula for a given stock, it will tell you your break-even point for this stock.

The break-even point helps you determine what selling price to target.

Dividends In addition to profit or loss on a sale of stock, you may want to track over time dividends paid out by stocks.

To do this, start a new worksheet with the following columns: ticker symbol, dividend percentage, dividend amount, and date of payment.

This will give you a simple reference of all dividends paid that is easily sorted by stock name, date, or amount.

Capital Gains When you sell your stock, you may wish to calculate the long-term and short-term gains for yourself, rather than trusting solely to the calculations of your brokerage firm.

Start a new worksheet with seven columns: ticker symbol, shares sold, date of sale, selling price, purchase price, capital gains, and long-termshort-term.

Stock Tickers For Mac Excel