How to show how much deposited in an account

I recently opened an managed investment account with a set amount of money (e.g. $150,000 deposited using the contributx action). Obviously I am interested in how the manager does over time. My question is how to show the total investment in the portfolio view. I have tried using the cost basis and the amount invested but they both vary as trades in the account are made. Is there a column that will show the initial (and any added) deposits but be unaffected by the activities in the account?

Best Answers


  • Dennis Mahoney
    Dennis Mahoney Member ✭✭
    Thanks to all three of you for your answers. Jim, your answer was very helpful in explaining that there is no column that meets my definition. Dan and q_lurker, I plan to try your ideas as well and see which ones best meet my needs.
This discussion has been closed.