Show gain/loss that includes reinvested distribution

[Barbara Calvo]

I have created a custom report and I would like to see the actual gain/loss which would include the reinvested distributions. Any suggestions how I should do this?

[Mark]

Hi Barbara,

If you want to see the gain/loss including the cost paid for any reinvested distributions, use a "Tax basis unrealized gain" field. If you want to see your out of pocket gain/loss (not including the cost of any reinvested distributions), use the "Gain (current)" field.