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Your Excel Spreadsheet
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Launch Microsoft Excel (or another spreadsheet program).
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Type in the following
column headings from left to right.
- Number
- Company
- Ticker Symbol
- Date
- # Shares
- Price/Share
- Total Purchase
- Date
- # Shares
- Price/Share
- Total Sale
- Basis
- Profit
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It
should look something like this.
Tip: To split text into lines within a cell (as in C2), hold down “Alt”
and press “Enter.”
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Adjust column widths.
To
auto adjust, select the column headers (A-M) and double-click on any of
the column dividers.
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Group purchase
information and sale information.
Columns D-G are for information about your purchase of stock. Select the
cells in the row above your column headings for D-G (D1-G1 in my example
above), right-click, choose “format cells,” then click the “alignment”
tab, then click on “merge cells.” In the merged cell, type “Purchase
Information.”
Do
the same thing for sales information in columns H-L (include the “Basis”
column).
Select all the columns with purchase information (D-G) and change the
color of these columns. Do the same with the sales information, but choose
a different color background. Now add borders to all the cells. [All this
is under “format cells” - either on the right-click menu or the Format
menu.]
Feel free to add other design elements to your spreadsheet!
It
should look something like this.
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Enter the information
from your Investopedia portfolio.
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Number - Just number the stocks consecutively (1,2,3…).
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Company - Enter the full name of the company, such as
“Abercrombie and Fitch.”
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Ticker Symbol - Enter the ticker symbol for the company,
such as “ANF.”
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Date - Enter the date of your stock purchase.
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# Shares - Enter the number of shares of stock you
bought.
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Price/Share - Enter the purchase price per share, in
dollars and cents.
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Total Purchase -
Write a formula.
It is # Shares times Price/Share. [For example, =E3*F3]
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Date - Enter the date of your stock sale.
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# Shares - Enter the number of shares of stock you sold.
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Price/Share - Enter the sales price per share, in dollars
and cents.
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Total Sale -
Write a formula.
It is # Shares times Price/Share. [For example, =I3*J3]
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Basis - This is the amount you paid for what you sold.
Write a formula.
It is # Shares sold times Price/Share at the time of purchase. [For
example, =I3*F3]
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Profit -
Write a formula.
It is total
sale minus basis. [For example, =K3-L3]
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Please save the
spreadsheet to the Klein Oak File Server at school.
[If
you are working from home, bring your spreadsheet to school or e-mail it
to your teacher and save it to the server.]
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Click “File” then “Save As.”
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Type \\kofs in the file name
box and press enter.
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Double-click the SS Students icon.
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Double-click on Nelson or Vela, as appropriate.
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Double-click on “stocks spreadsheets.”
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Double-click on your period.
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Save the file with your first and last name. [We’re not
grading any file named “Cherie is hot” any more!]
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