Stock Portfolio Spreadsheet Data & Formulas

To get the sum for F4 you will need to multiply D4 and E4 and that will give you the total of the initial cost, and do the same thing for D4 through F12. To get the Current Value you need to add the Initial Cost and the Current Price Per Share and that will give you the total for Current Value. To get the Gain/Loss you will need to subtract the Current Value from the Initial Cost and that will give you your Gain/Loss. To get the Percent Gain/Loss you have to take Gain/Loss and subtract the Initial Cost from it.