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
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
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
Exchange & Data Providers
- Current supported data providers
- Current exchange providers
- Ticker code notation
- Yahoo Finance
How to handle stock splits and consolidations
The formula for calculating a stock split or consolidation is
Ratio = New Shares / Old Shares
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.
How to fix negative units
- How to make a backup of the Spreadsheet
- How to set automatic backups
- How to set cancel automatic backups
How to handle delisted tickers
- How to make a backup of the Spreadsheet
- How to set automatic backups
- How to set cancel automatic backups
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