Report on Realized Gains

adsoft2015

Is it possible to run a Report to see my realized gains by individual securities?

Mark1104

there is a capital gains report....and then change the subtotal key to 'security'

jacobs

You can click on an account or account group in the left sidebar, click on the Portfolio tab, and set the filters to Realized Gain and Group by Security. This will show your gains, and you can print it as a report. But you can't specify a time period; it shows only values for the year of the as-of date in the upper right.