Forum Discussion
Need help with formulas calculating cost basis on shares
Your question is, I would suggest, less of an Excel question than it is an accounting question. So let me refer you to this answer I got via Google.
If you need help with implementing that in Excel, feel free to come back, but come back with a sample (attached to your inquiry) of the spreadsheet you've created to track your " buys, sales, dividends paid, dividends reinvested" in a particular stock.
[edit: the original spreadsheet I posted on 9/7 had some incorrect data; that's been corrected as of the morning of 9/8]
Here's a spreadsheet that should get you started. This only deals with a hypothetical history of purchases and dividends of Starbucks stock, beginning back in November of 2020. No sales, but a couple of subsequent purchases at low points in the stock's price.
If you want more help--I have no idea how familiar and comfortable you are with Excel--then feel free to return with followup questions. But please include a spreadsheet with some sample of your own real history connected with a real stock.
