Lifetime Overview, issues with Unrealized Gains
Just tried this out, looks interesting
Most of the data here looks correct
but the unrealized Gains is way off and makes little sense
I see years going from 70k → 2.8M → -1.7M
then when I click on those entries to get to the zoom for each year I see
-103k, -290k, -75k which also make little sense
I also see stocks and call options that I didn't own in that year with a 0 share count contributing some unrealized gain, which of course makes little sense
If I click on the other columns they all make sense and reflect reality (and the zoom for the year matches its corresponding entry in the lifetime report that I clicked on…so that's good)
but unfortunately the unrealized gain column skews everything
Comments
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I agree most of the numbers in the report I can tie back to, however in the Regular Income column my totals include realized and unrealized gains. These totals are different than the totals in the realized/unrealized gain column. It does make we wonder how these numbers were derived and if there is perhaps some double counting? That said overall the report ties out to my Excel reports (more or less), which I needed to create until the good folks at Quicken finally built this helpful report which I had been suggesting for years.
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