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)
Lucas Wyland
complete
This is fully supported in the new portfolio tracker!