Excel help wanted

longwalks1

Can i ask for help in here? Im after a real simple table/formula that i can use for working out share dealing (including the trading fee of £12 and 0.5% of purchase price too)

Is this going to be really hard to create?

althas

Easiest thing I can think of would be to set a little table up, in column A you physically type the purchase price in. Then in column B use the formula:
=(AX+12+(AX*0.05))

With the X being the row number

Did you need anything more complex than this, like you enter the share price in one column thenthe number of shares in another?

somethingcorporate

althas wrote: »

Easiest thing I can think of would be to set a little table up, in column A you physically type the purchase price in. Then in column B use the formula:
=(AX+12+(AX*0.05))

With the X being the row number

Did you need anything more complex than this, like you enter the share price in one column thenthe number of shares in another?

Agreed - this is a way to do it in one go.

Personally I would be tempted to set up the calculation in multiple columns so you can follow through the logic.

Column A - Purchase Price
Column B - Volume Purchased
Column C - Total Base Cost - A * B
Column D - Flat Trade Fee (£12)
Column E - % Trade Fee (0.5% of Column C)
Column F - Total Cost (sum of Columns C - E)

HTH.

EDIT: You could then continue the columns to reflect the sales & P&L elements too.

eg.

Column G - Sold Volume
Column H - Sold Price
Column I - Sold Income (G * H)
Column J - Flat Trade Fee (£12)
Column K - % Trade Fee (5% of column I)
Column L - Total Sale Income (column I - Columns J + K)

Column M - Profit / Loss on trade. Column L - Column F.