Realized Gain/Loss in Comma Delimited Format

You can prepare stock & option transactions in Comma Delimited Format (CSV) using Excel or text editors. A sample file is shown below for your reference.

Symbol,Quantity,Date Acquired,Cost,Date Sold,Proceeds,Gain
BX,200,09/05/2007,4446.99,09/11/2007,4561.01,114.02
YGE,500,10/18/2007,15665.01,10/19/2007,16234.99,-569.98

All the column must have proper values. The Date Acquired and Date Sold must not be empty. These two dates are needed for calculating long term and short term gains correctly. The Gain column must have correct values to indicate capital gains and losses.