Fund Manager
Contact Us

Tax basis, unrealized gain, specific lot

[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Russ Griswold on September 20, 2002 at 22:34:36:

Hi Mark,

Is there a way to generate a report that shows the unrealized gain/loss for the specific lot method? It would be nice to have a report that shows the gain/loss on each purchase and perhaps also a column that shows the percentage of that gain or loss to the current value. That way the user could pick the specific lots to sell that would generate the greatest loss (or least gain) for the amount sold. I have several funds where I have already sold off some shares using the specific lot method but I don't see a report that would show the tax basis of the remaining lots.



Replies: | Search | Site Map | About Us | Privacy Policy