折旧报告特价
全新公寓
$440 - 公司客户专享
折旧报告特价
二手房屋
$660 - 公司客户专享
Free Tools
A Simple Tool for quick Capital Gain Estimate - Free
Share Trading P&L Calculator
Trades
P&L summary
Holdings
Broker statements
|
Date
|
Ticker
|
Type
|
Qty
|
Price
|
Brokerage
|
Net value
|
|---|
Realised P&L by transaction
| Stock | Sell date | Held | Qty | Cost base | Proceeds | Gross P&L | Taxable gain | Tax (30%) | Net P&L |
|---|
Net P&L by stock
| Stock | Calculated (from trades) | Broker statement | Status | |||
|---|---|---|---|---|---|---|
| Qty | Total cost | Avg cost/share | Stmt qty | Stmt date | ||
Broker statement quantities come from the Broker statements tab. The closest statement on or before the selected date is used per stock.
|
Statement date
|
Ticker
|
Qty held
|
|---|
Default sort: date then ticker. Multiple entries per stock are supported — Holdings uses the most recent statement on or before the selected date.
Add trade
Add statement entry
1 · Upload file
2 · Map columns
3 · Preview & import
Click to choose a CSV file, or drag & drop here
Any CSV format — you'll map columns in the next step