How to calculate profit loss of security transactions in MS Excel

How to Calculate Profit Loss of security transactions in MS Excel
Excel 2007	Excel 2003	Macros Excel 2007	Macros Excel 2003	Excel 2010


	Many of us trade in securities or stocks and shares and need a quick and easy method to calculate our profit or loss so that we can plan our taxes. Calculating the gross receipts or payments, total brokerage, service tax, security transaction tax and the final profit or loss is a breeze in MS Excel using simple formulas. We can then calculate the profit or loss percentage. The gross payments are calculated using the quantity of share purchased (C2) and the purchase price (D2). The brokerage depends on your broker and the purchase or sale price is multiplied by the brokerage percentage. In our case the brokerage is '=E2*0.25%'. The service tax and the security transaction tax or any such tax is prescribed by the respective governments and are calculated as shown. Finally the calculated net purchase payments are subtracted from the calculated net receipts to arrive at a net profit. Actually depending on long you have held the stock before sale determines whether you you pay capital gains tax (0% in India) or 10% as short term capital gains. Only after deducting such a tax you finally get the profit. In case of a loss you can offset it from other sources of income on which you might have to pay a tax. If you enter the date of purchase and sale then you can find out how much you gained in case of a profit situation on an annual basis and compare it to the interest gain in a fixed deposit of a bank. Such calculations help compare Return On Investment (ROI) or Internal Rate of Return (IRR). Watch the video below to learn how to simple formulas and functions help to perform calculations in security transactions: More Tips (Solutions): How do I view and edit Microsoft Excel files on an iPad? Inventory Soluton How to rename and color worksheet tabs Copy Worksheet Quickly Criteria Range Animations in Microsoft Excel Create two charts at once How to avoid errors while working in Excel How to benefit from Microsoft Excel Templates How to use Microsoft Excel 2007 with Word 2007 - create mail merge labels Landscape Oriented Worksheet Template How to-make a worksheet fit a printed page How to make your charts more impressive Perpetual Calendar from 1900 to 9999 How to create your own custom add-in How to clear conditional formattng in Excel worksheets How to speed up data entry of decimal numbers How to change the color of the gridlines of an Excel worksheet or hide them How to use Autosum in Multiple Worksheet Cells Quickly How to have your free personal assistant in Mcrosoft Excel who reads out the data to you How to use the status bar in Microsoft Excel to do a quick data analysis How to calculate equal monthly payments or instalments using a mathematical equation Data Forms to Enter and Edit Data View 2 worksheets in same workbook side by side Accessing a specific worksheet in large workbooks with multiple worksheets Referencing a cell in another worksheet How to perform a what-if analysis using a scrollbar form control An interesting payroll solution Future Value Solution in Microsoft Excel Another Interesting Conditional Formatting Solution DSUM and Array Formulas for addition solutions IF Function Question How to use command buttons on a splash screen in MS-Excel Copy Paste Data from one Excel Worksheet to Another How to separate comma separated values (csv) in a worksheet cell in Microsoft Excel into rows or columns Another Interesting Solver solution in Microsoft Excel Find duplicates in two different Excel worksheets using a macro How to count data based on multiple criteria - countifs function How to convert 6/5/2011 into Sunday, 6/5/2011 User Form to perform calculations An interesting solution using conditional formatting in Microsoft Excel 2007 Show/Hide Controls on a User-Form using a Checkbox Populate Listbox and Textboxes with Excel data using VBA and Vlookup Protecting Specific Worksheets in an Excel Workbook using VBA How to calculate the difference in hours between two date-time values How do I match data from 2 worksheets and highlight the differences using MS-Excel VBA? How to focus on a specific control (TextBox1) on a user-form in MS-Excel Interesting sumproduct solution COMPARE DATA LISTS USING VLOOKUP AND ISNA FUNCTIONS VLOOKUP SOLUTION USING LIST IN MS EXCEL How to generate random numbers in MS Excel Lottery game in Microsoft Excel Nested If Function to Determine Project Complexity Power Billing Solution in Microsoft Excel Solver Excel - An easy to understand example Another Interest Calculation Solution Interesting Microsoft Excel Formula Based on Date and Row Functions How to subtract dates in Microsoft Excel Automating rounding of decimal numbers in MS-Excel
Quickly find the topic of your interest. Example: Compound Interest.
Excel 2007	Excel 2003	Macros Excel 2007	Macros Excel 2003	Excel 2010

How to Calculate Profit Loss of security transactions in MS Excel