Capital Gains Calculator Plantilla Essentials
Calculate capital gains and losses from investment sales. Track tax lots with purchase and sale details for tax reporting.
Qué incluye
- Dashboard with gains and losses summary showing total short-term gains, long-term gains, and net capital gain
- Tax lot tracking with purchase date, purchase price, sale date, sale price, shares, and automatic gain or loss
- Short-term vs. long-term classification based on holding period with automatic categorization per tax lot sold
- Automatic gain and loss calculations per lot factoring in cost basis, proceeds, and any commission or fee adjustments
- Net capital gain summary with color-coded input cells (yellow) and auto-calculated tax lot results (blue)
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Need more from this template?
The Essentials version covers everyday tracking. Ultimate goes further with multi-entity support, scenario analysis, and ultimate-grade reporting.
- Dashboard with gains and losses summary showing total short-term gains, long-term gains, and net capital gain
- Tax lot tracking with purchase date, purchase price, sale date, sale price, shares, and automatic gain or loss
- Short-term vs. long-term classification based on holding period with automatic categorization per tax lot sold
- Automatic gain and loss calculations per lot factoring in cost basis, proceeds, and any commission or fee adjustments
- Registra hasta 50 transacciones realizadas con activo, acciones, fechas de compra y venta, costo base y monto recibido
- Panel con 6 KPIs: ganancias totales, ganancias a corto plazo, ganancias a largo plazo, impuesto estimado, tasa efectiva y cantidad de transacciones
- Clasificación automática de corto plazo vs largo plazo basada en el período de tenencia (más de 365 días = largo plazo)
- Resumen Fiscal con tasas editables de corto y largo plazo, desglosado por período de tenencia con cálculo de ganancias después de impuestos
- Cuadrícula de análisis de sensibilidad mostrando impuesto estimado en 7 tasas de corto plazo cruzadas con 5 tasas de largo plazo (35 escenarios)
Vista previa
Mira qué contiene esta plantilla
Cómo usar esta plantilla de Capital Gains Calculator
Enter each sale
For every investment sold, enter the purchase date, purchase price, sale date, sale price, and number of shares.
Review holding period
The template classifies each sale as short-term (held under one year) or long-term (held one year or more) automatically.
Check gain or loss
Each tax lot shows the calculated gain or loss based on proceeds minus cost basis, adjusted for any commissions.
See the summary
The dashboard totals short-term gains, long-term gains, and net capital gain for the tax year.
Creadas por Claude AI. Perfeccionadas por nosotros.
Usamos Claude AI para crear el borrador de cada plantilla, después de una investigación profunda. Luego nuestro equipo interviene. Refinamos el diseño, probamos cada fórmula a fondo, corregimos casos especiales y pulimos el diseño hasta que se siente como algo que realmente usaríamos nosotros mismos. La IA nos lleva al 80%. El último 20% es criterio humano.
Preguntas frecuentes
What is a tax lot?
A tax lot is a record of a specific purchase - the date, price, and shares bought. When you sell, matching the sale to a tax lot determines the gain or loss.
Why does holding period matter?
Short-term gains (under one year) are typically taxed at ordinary income rates. Long-term gains (over one year) may qualify for lower capital gains tax rates.
Can I include commission costs?
Yes. Add commissions to the cost basis or subtract them from proceeds. This reduces the taxable gain or increases the deductible loss.
Does it handle wash sales?
The template does not automatically detect wash sales. If a wash sale applies, manually adjust the cost basis of the replacement shares.
¿Cómo abro esto en Google Sheets?
Sube el archivo .xlsx a Google Drive y luego ábrelo con Google Sheets. Todas las fórmulas y el formato se conservarán.
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