# 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 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

Excel 2007 Excel 2003 Macros Excel 2007 Macros Excel 2003 Excel 2010