This template will help you keep track of the disposition of your investments. At year end, use it to see if you have any investment losses that may be used to offset gains.
Enter data in the appropriate columns. Net Proceeds means the actual amount you realize from a sale, not the price for which you sell.
To view the template, click the worksheet tab labeled Template at the bottom of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are protected. Use the Tab key to move from one unprotected cell to the next.