Request for new Report in Home & Business

Laura Lynch
Laura Lynch Member Posts: 1 ✭
in Personal Plus and Home & Business

I'd like to request a new report in the Investment tab Report for Portfolio value

I'd like to see functionality to Show:

1. Cost Basis per share, and

2.Date share parcel was purchased

I have a large portfolio, and these columns in the report would allow me to quickly keep track of which shares will be subject to the 1yr capital gains discount on which parcels. And also the price target I need to break even on a trade.

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,147 Personal Range Expert Personal Range Expert

    Laura,

    1. is not a problem but
    2. i coudnt do in a report yet but will keep trying. Call me if you wish to discuss.

    Gerry 0418907140 

    [email protected]

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