Where do I find cost basis?

Chelo

The stupid thing is that it shows me my cost basis on my purchases in the "portfolio" tab (which is easy to calculate), but it's not showing me the cost basis of my stock *SALES*. Isn't there some way to see this? I'm so frustrated.

jacobs

For Quicken Mac, capital gains are a part of the Tax Summary report.

J_Mike

The Portfolio View for an account can also display Realized Gains - look under the left filter setting for this option (Performance, Portfolio Value & Realized Gains).

Note that the Realized Gains is on a calendar year basis.
The view shows data for YTD.
Examples;
Change the date to 12/31/2019 and you get the full CY2019 data.
Change the the date to 8/15/2019 and you get YTD thru 8/15 for CY2019.

Frankx

Hi @Chelo,

I am a Windows user, so I'm not sure that it will translate exactly, but you can see your cost basis for any and all sales transactions through Reports

For completed sales - I would go to: "Reports" > "Investing" > "Capital Gains"

For all holdings - I would go to: "Reports" > "Investing" > "Portfolio Value & Cost Basis"

Good luck!

Frankx

jacobs

For Quicken Mac, capital gains are a part of the Tax Summary report.

J_Mike

The Portfolio View for an account can also display Realized Gains - look under the left filter setting for this option (Performance, Portfolio Value & Realized Gains).

Note that the Realized Gains is on a calendar year basis.
The view shows data for YTD.
Examples;
Change the date to 12/31/2019 and you get the full CY2019 data.
Change the the date to 8/15/2019 and you get YTD thru 8/15 for CY2019.

Chelo

Thanks for the help. Both the tax schedule report and changing the realized gains setting did the trick.