Reports total cost of a stock

[rkfrost]

How can the total cost of a stock over time be included in a report with the current value & the % gain for all stocks in portfolio

[Mark]

Hi rkfrost,

You can use a Custom report and select from a wide variety of fields to add to your report. You can then memorize this report, so you can easily re-create it in the future.

For total cost over time, see the field:

Out of pocket basis (current)

That gives you your total out of pocket cost for the currently owned shares. This includes all your purchase amounts, minus any received distributions. If you don't want to reduce the cost because of received distributions, you can look at any of the tax cost basis fields, like:

Tax Basis, Assigned Method

For the current value, use the field "Value (ending)". For the % gain, see "% Gain (current)".