Unrlz Gain & Unrlz %Gain

[divinest]

I see the following 2 fields available in portfolio editor main page
Unrlz Gain & Unrlz %Gain
Are there equivalent fields in the custom report that can be selected?

[Mark]

Hi divinest,

The Custom report has an equivalent to the "Unrlz Gain" field called:

Tax basis unrealized gain, Assigned Method

It doesn't however have exactly the "Unrlz %Gain", as that %gain is based on the tax unrealized gain/basis. You could write your own user-defined field using the formula:

100.0*Taxunrlzgain_Assigned/Taxbasis_Assigned

This feature requires Professional or Advisor.

In all versions you can get a % Gain based on OOP cost (instead of tax) using the built-in Custom field: %Gain (current)

[divinest]

thanks much Mark. That calculated what i was looking for.