All ideas

Report Request

Feature request I'm after a report which shows the split between 'Realised' and 'Unrealised' gains/(losses) by asset I hold, which would total to the "total Capital Gain/(Loss)" which I can see on the portfolio page. Currently the information is in different reports, but it not contained within 1 neat report that shows it by stock. If possible, would be great to have a report which shows it by holding, the Realised, Unrealised and Total Capital Gain/(Loss). Area (pick one) Chosen area: Unsure where this is best to sit, likelt Tax & Reporting Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter? What problem does it solve? Having to jump around various reports to obtain the information at the moment, which is frustrating given the system should be able to pull this information into 1 simple report. What should it look like? Very simple report, showing by holding the Realised, Unrealised and Total Capital Gain. Example (optional) 1. 2. 3. Extra details (optional) Links, screenshots, examples: