Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Capital Gains Report

Questions on using, creating, or understanding data in Fund Manager reports.

Postby StarBright2011 » Sun Jul 03, 2011 3:32 am

Mark,

I realize for tax purposes, percent Gain/Loss is not used. However, is it possible to add such a field to the Capital Gains Report. Maybe as an optional field.

Alternatively, create a new, Realized Gains Report that can be used with taxable as well as tax deferred (IRA, 401K, etc.) portfolios.
Thanks,
Ernest
User avatar
StarBright2011
 
Posts: 49
Joined: Thu Jan 06, 2011 8:01 am
Location: Bensenville, IL

Postby Mark » Tue Jul 05, 2011 9:42 am

Hi Ernest,

Good idea, thanks. This isn't an available option today, but we can consider it for a future update. This is a request I've heard a few times. Maybe we could have a report like the "Open Lots" report, but for "Closed Lots", and have a variety of available fields you can choose to add to this report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11815
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby StarBright2011 » Tue Jul 05, 2011 9:48 am

Mark,

That would be excellent!
Thanks,
Ernest
User avatar
StarBright2011
 
Posts: 49
Joined: Thu Jan 06, 2011 8:01 am
Location: Bensenville, IL


Return to Reports

Who is online

Users browsing this forum: No registered users and 1 guest

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.
cron