Help

Initial Setup of Stock Profit

  • Where to get the spreadsheet
  • How to set the location
  • How to set the timezone
  • How to update the date format
  • How to update the currency format
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A Quick Introduction

  • How to set exchange codes with matching currency
  • How to enter transaction purchases and sales of securities
  • How to update prices / company names / sectors / exchange rates
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How to import Broker transactions

  • How to import CommSec Transactions
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Capital Gains

  • How to calculate capital gains / losses for different years.
  • How to carry forward capital losses from previous years.
  • How to set the capital gain discount rate settings
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Exchange & Data Providers

  • Current supported data providers
  • Current exchange providers
  • Ticker code notation
  • Yahoo Finance
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How to handle stock splits and consolidations

The formula for calculating a stock split or consolidation is

Ratio = New Shares / Old Shares

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Fix – How to get Yahoo to download currency rates

This is a fix on the stock profit spreadsheet to get yahoo to download current currency rates.

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How to fix negative units

  • How to make a backup of the Spreadsheet
  • How to set automatic backups
  • How to set cancel automatic backups
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How to handle delisted tickers

  • How to make a backup of the Spreadsheet
  • How to set automatic backups
  • How to set cancel automatic backups
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How to create backups of your Stock Profit Spreadsheet

  • How to make a backup of the Spreadsheet
  • How to set automatic backups
  • How to set cancel automatic backups
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