Portfolio Editor Fields vs Custom Report Fields

[StarBright2011]

Mark,

What are the comparble Custom Report field names for the following Portfolio Editor fields?

Unrlz Gain
Unrlz Gain per Share
Unrlz %Gain

[Mark]

Hi Ernest,

The first 2 have built in custom report field equivalents:

Tax basis unrealized gain, Assigned Method
Tax basis unrealized gain per share

The 3rd does not. You could write your own equation for it as a user-defined field, using this equation:

100*Taxunrlzgain_Assigned/Taxbasis_Assigned

(You must be using the Professional or higher version for user-defined field support)