Capital Gains Calculator Essentials 模板
Calculate capital gains and losses from investment sales. Track tax lots with purchase and sale details for tax reporting.
包含内容
- 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
- 追踪多达50笔已实现交易，包含资产、股数、买入和卖出日期、成本基础和收益
- 仪表板包含6个关键指标：总收益、短期收益、长期收益、预估税款、有效税率和交易笔数
- 根据持有期自动区分短期和长期（超过365天为长期）
- 税务汇总包含可编辑的短期和长期税率，按持有期细分并计算税后收益
- 敏感性分析网格显示7种短期税率与5种长期税率交叉的预估税款（35种情景）
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如何使用这个Capital Gains Calculator模板
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.
由 Claude AI 构建，经我们精心打磨。
我们使用 Claude AI 在深入研究后起草每个模板。然后由团队接手，优化布局、全面测试每个公式、修复边界情况，并打磨设计，直到达到我们自己愿意使用的标准。AI 完成了 80% 的工作，最后 20% 靠的是人工判断。
常见问题
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.
如何在 Google Sheets 中打开？
将 .xlsx 文件上传到 Google Drive，然后使用 Google Sheets 打开。所有公式和格式都会保留。