In Excel to get the
initial cost, current value, gain/loss, and percent gain/loss you need to type in the formula in the row that it's in. To get the
initial cost you multiply the
Shares and
Initial price per share with the formula
=D4*E4.
Current value is the
Shares multiplied by the
Current Price Per Share with the formula
= D4*G4.
Gain/loss is the
Current value minus the
initial cost with the formula
=H4-F4. The
Percent gain/loss is the
gain/loss divided by
initial cost with the formula
=I4/F4
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