When you invest in stock market or similar kind of arrangement, you need to track your capital gain or losses from period to period. This free capital gain and loss template in google sheets helps you do that.
In this template, you can record number of units, investment type, price per unit, date acquired, amount invested, date sold, net proceeds. The gain or loss amount will be calculated automatically.
| Name: | Capital gain and loss template |
| Category: | Personal Finance |
| Application: | Google sheets |
| Tags: | Capital gain and loss template google sheets |
Screenshots of the template:
FAQ:
What is capital gain or loss in an investment?
A capital gain or loss is the difference between the original cost of an investment and its current market value. If the current market value is higher than the original cost, the investment has gained value and the investor has realized a capital gain. If the current market value is lower than the original cost, the investment has lost value and the investor has realized a capital loss.
How to calculate capital gain for stock market investment?
Assuming you’re asking how to calculate a capital gain or loss from a stock market investment, you would take the difference between the original purchase price and the current market value. For example, if you bought shares of stock for $50 each and the current market value is $75 per share, you would have a capital gain of $25 per share.
How to create a capital gain or loss calculator using a spreadsheet?
1. Enter the original purchase price in column A.
2. Enter the current market value in column B.
3. Subtract the original purchase price from the current market value in column C.
4. If the result in column C is positive, the investment has gained value and the investor has realized a capital gain. If the result is negative, the investment has lost value and the investor has realized a capital loss.
