Capital Gains Calculator Modelo Essentials
Calculate capital gains and losses from investment sales. Track tax lots with purchase and sale details for tax reporting.
O Que Está Incluído
- 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
- Acompanhe até 50 realized transações com asset, ações, datas bought e sold, preço de custo, e proceeds
- Painel com 6 KPIs: total gains, short-prazo gains, long-prazo gains, estimado imposto, effective taxa, e transação count
- Automatic short-prazo vs long-prazo classification based on ativo período (over 365 dias = long-prazo)
- Imposto Resumo com editável short-prazo e long-prazo alíquotas de imposto, broken down by ativo período com após-imposto gains calculation
- Análise de sensibilidade grade mostrando estimado imposto at 7 short-prazo taxas crossed com 5 long-prazo taxas (35 cenários)
Pré-visualização
Veja o que tem dentro desta planilha
Como Usar Esta Planilha 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.
Criadas com Claude AI. Aperfeiçoadas por nós.
Usamos Claude AI para criar cada planilha, após uma pesquisa aprofundada. Depois, nossa equipe entra em ação. Refinamos o layout, testamos exaustivamente cada fórmula, corrigimos casos extremos e polimos o design até que pareça algo que nós mesmos usaríamos. A IA nos leva 80% do caminho. Os últimos 20% são puro julgamento humano.
Perguntas Frequentes
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.
Como abrir no Google Sheets?
Envie o arquivo .xlsx para o Google Drive e abra com o Google Sheets. Todas as fórmulas e formatações serão preservadas.
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