Gain/Loss (edited to clarify meaning)

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John@138
John@138 Member ✭✭
edited October 2019 in Reports (Windows)
Hi, would it be possible to get G/L YTD under the investing tab? It has 1,3 and 1 year but not YTD

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Answer ✓
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    Investing Performance aka Average Annual Return aka Internal Rate of Return is not Gain/Loss. 

    I'll further caution this user and all users to make sure they understand the not-so-obvious aspects.  In the case of Gain/Loss over limited time frames, shares acquired within that time period are not included in the G/L determination.  That is, if I have 100 shares at the beginning of the period (say 1-month), the G/L for that period is for those 100 shares, even if I end the period with 150 or 1000 shares.  I did not test if some shares are sold during the period, which has an additional question as to the G/L status of those sold shares.  Always test for yourself in addition to checking Help explanations.  

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited October 2019
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    You can print a report to get that information. Under the Reports tab, select "Investing", then select "Investing Performance". You can then change the "Subtotal By:" drop-down to "Security" to see the "Returns" and "Average Annual Return" by security.

    To the best of my knowledge, you cannot display that information in the "Investing Tab".

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    Investing Performance aka Average Annual Return aka Internal Rate of Return is not Gain/Loss. 

    I'll further caution this user and all users to make sure they understand the not-so-obvious aspects.  In the case of Gain/Loss over limited time frames, shares acquired within that time period are not included in the G/L determination.  That is, if I have 100 shares at the beginning of the period (say 1-month), the G/L for that period is for those 100 shares, even if I end the period with 150 or 1000 shares.  I did not test if some shares are sold during the period, which has an additional question as to the G/L status of those sold shares.  Always test for yourself in addition to checking Help explanations.  
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