Unrealized Gain/Loss by holding
complete
John Barranco
how about expanding the Tax Loss Harvesting line item for each holding to show Long and Short status of transactions and associated gain/loss. Maybe provide attached detail aggregated by holding to long/short positions and/or allow drill down to individual transactions (believe most of that info is available in "End of Year Positions" csv)
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Lucas Wyland
marked this post as
complete
This is fully supported in the new portfolio tracker!