I’ve enclosed a photo of my excel spreadsheet of a particular company.
Any advice to improve or rectify any errors will be appreciated!
Total benefit is the sum of the grossed up franked dividend and the unfranked dividend. Average Value is the sum of the buying and selling of shares resulting in the average value of current holdings and share price.7 Average Share Value - Loss/Gain is deducted from the value of Average Value to determine the new reduced share price.
This is my dilemma, whether claiming a tax deductible capitalist loss should be deducted from the cost of the share price
At the moment to simplify the programme, I deduct 30% off any capital gains.
Average Share Value plus Dividend. equals Average Share Value being subtracted by Total Benefits received, equating to a updated share price.
My aim is to determine the true position of my investment in a particular company.
