Portfolio Editor Request

[hipped1]

WIth the disclaimer that I am a new user of this software and don't fully understand all of its functionality, I don't seem to have the ability from the portfolio editor screen to determine if the gains on a stock or portfolio are short term or long term in nature. I am able to use the specific ID cost basis and current market value and have the total gain available, but I don't see any fields available that would delineate how many dollars of the gain is short term or long term based upon the holding period.

It would be very helpful to have two additional columns available that would provide aggregate dollars of unrealized short term gains and aggregate dollars of unrealized long term gains (for me using specific lot ID). The total of the two columns would equal total unrealized gains. That way, a user could quickly identify stocks with substantial dollars of long term capital gains and review if any of those positions should be close.

Taking it one step further, it would be helpful in the data register (clicking on the position in the portfolio editor screen) to have additional columns available so that the screen could be customized in a similar fashion to the portfolio editor screen. A user could then have lot basis gain/loss calculated on the data register screen rather than having to run a separate report in order to determine this information.

Thanks in advance for the consideration.

[Mark]

Hi hipped1,

Nice idea, thanks for the feedback. We can consider this for a future update.

To get this information now you can use an "Open Lots" report with the "Tax Gain" and "Days Owned" fields. You can run this report only on a single investment if you want, or filter it. You can sort the report by "Days Owned", so you can see all your gains/losses on a per-lot basis along with whether they are short/long term. I realize this isn't exactly what you were looking for, but hopefully it will help.

[hipped1]

Thanks for the suggestion. Is there a way to only view/filter items in the open lots report which are greater than 365 days? Ideally I would like to sort by tax gain but only look at items which are long term holding period.

[Mark]

Hi hipped1,

Sorry, no, that isn't an option...

[hipped1]

I've attached an example which may be helpful when you review and consider future modifications. Thank you.

[Mark]

Hi hipped1,

Understood, thanks for the explanation.