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http://excel.rtsoftwares.co.in/products/portfolio-template On Thursday, October 8, 2009 2:01:12 PM UTC+5:30, chinmay kamat wrote: > > Hello friends, > > I'm interested in using excel to do calculation for gains/losses in > shares. > > As per law, there are 3 kinds of transactions which can be entered > into in shares. The types are determined on the basis of the period of > holding of each share by using FIFO method. FIFO method assumes that > out of several shares purchased of multiple dates, the earliest shares > are sold first. Thus for 10 shares sold on a day at the same price, > the gains might be completely different as 5 shares might have been > purchased first at some price and the rest might have been purchased > on a later date. thus the date of purchase decides the category of > transaction and the price decides the gain/loss. > > If the period of holding is 365 days or more, it is long term. if it > is more that 1 day but less than 365 days it is short term. and if it > is sold on d same day than the transaction is teated as a speculative > transaction. > > The tax treatment for each type is different. > > I have data in the following format for purchase and sale separately. > > Date, quantity and total amount > > Is there any way that the FIFO algorithm can be implemented in excel?? > > Thanks in advance > -- Are you =EXP(E:RT) or =NOT(EXP(E:RT)) in Excel? And do you wanna be? It’s =TIME(2,DO:IT,N:OW) ! Join official Facebook page of this forum @ https://www.facebook.com/discussexcel FORUM RULES 1) Use concise, accurate thread titles. Poor thread titles, like Please Help, Urgent, Need Help, Formula Problem, Code Problem, and Need Advice will not get quick attention or may not be answered. 2) Don't post a question in the thread of another member. 3) Don't post questions regarding breaking or bypassing any security measure. 4) Acknowledge the responses you receive, good or bad. 5) Jobs posting is not allowed. 6) Sharing copyrighted material and their links is not allowed. NOTE : Don't ever post confidential data in a workbook. Forum owners and members are not responsible for any loss. --- You received this message because you are subscribed to the Google Groups "MS EXCEL AND VBA MACROS" group. To unsubscribe from this group and stop receiving emails from it, send an email to excel-macros+unsubscr...@googlegroups.com. To post to this group, send email to excel-macros@googlegroups.com. Visit this group at http://groups.google.com/group/excel-macros. For more options, visit https://groups.google.com/groups/opt_out.
