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Don't understand why I'm getting zero Realized Gain/Loss

Marcus Libkind

I have been trying to understand why I am getting zero "Realized Gain/Loss" in Investing >> Portfolio. It's definitely not zero. The Gain/Loss column shows a value of approx. $5,000. It does calculate the Return correctly. Any suggestions on where to look for the problem? Maybe I don't understand what Realized Gain/Loss is.

I'm using Deluxe 2018 R10.11.

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Comments

Sherlock

Marcus Libkind

Thank you. Now it makes sense. I have not sold the security so there is no realized gain.

jacobs

Thank you. Now it makes sense. I have not sold the security so there is no realized gain.

Marcus, with any investment that gains or loses value, it's a "paper gain" or "unrealized gain" -- a change in value based on the current value of the security. But this would only be a real, or "realized gain" if you sold the security today. If you continue to hold the investment, the gain is "unrealized" -- a gain that exists on paper only. As you concluded, you only have a realized gain (or loss) when you sell shares of the investment.