Whether you are an individual investor, a financial advisor, or a tax professional, this template is designed to simplify the tracking of capital gains and losses. It is ideal for anyone looking to efficiently manage their investment portfolio and tax reporting. Here are some key benefits of using this template:

- Easily track the performance of your assets over time

- Analyze the impact of expenses on your capital gains

- Monitor your holding periods for tax optimization

- Streamline the process of calculating capital gains and losses