Within the Accounts view, in Reporting (found in the left-hand navigation menu) you can view Realized and Unrealized Gain/Loss detail, making it easier than ever to gather valuable information about your positions.
Click on the links below to explore some of the features within the Reporting tab.
Realized Gain/Loss and Unrealized Gain/Loss summaries Take a more in-depth look at your holdings, including tax lots.
Filter your report by account Select the account you want to view detailed information for.
View Cost basis information Cost basis information—available in the Unrealized Gain/Loss section—is the price you paid to purchase a security plus any additional fees or commissions, displayed as “Net cost” and used to determine tax liability (gain or loss) when the position is closed in a taxable account.
Download and print Easy access to download a printable file of the select information.