Tech Stocks FIFO Calculation Creation
Budget: €8 – €30 EUR
I am seeking an Excel expert capable of calculating First in First out (FIFO) for tech stocks that I own.
Your responsibilities will include:
- Taking provided data including purchase date, purchase price, stock ticker symbol, stock splits, the number of shares purchased, the number of shares sold and the respective dates
- Arranging and analyzing these data accurately in an Excel document utilizing the FIFO methodology
- Assessing if the stock sale is subject to tax due to the tax exemption for holding the stock for longer than 3 years
The ideal freelancer would have:
- Extensive experience with Excel
- Familiarity with the FIFO method
- Strong understanding of tech stocks
This job will require attention to detail and precision. It's crucial the final product is accurate. Stakeholders will directly use your work. Experience with similar financial calculations will be highly regarded.
Your responsibilities will include:
- Taking provided data including purchase date, purchase price, stock ticker symbol, stock splits, the number of shares purchased, the number of shares sold and the respective dates
- Arranging and analyzing these data accurately in an Excel document utilizing the FIFO methodology
- Assessing if the stock sale is subject to tax due to the tax exemption for holding the stock for longer than 3 years
The ideal freelancer would have:
- Extensive experience with Excel
- Familiarity with the FIFO method
- Strong understanding of tech stocks
This job will require attention to detail and precision. It's crucial the final product is accurate. Stakeholders will directly use your work. Experience with similar financial calculations will be highly regarded.