Capital Gains for Single Security

[hipped1]

What is the most efficient way to generate a report of capital gains for a single security. I don't see a way to filter the capital gains report to specify a date range for a single security. Thank you

[Mark]

Hi hipped1,

The Capital Gains report doesn't have the option to only run for a single investment, you have to run it at some sub-portfolio level. If you really wanted just one investment, you could make a new/empty sub-portfolio and copy the one desired investment into this new sub-portfolio. Run the report on this new sub-portfolio that contains just your one investment. An easy way to copy an investment is with copy/paste, or drag/drop from within the Portfolio Editor, and hold down Ctrl to do a copy, instead of a move.

[hipped1]

The reason for my question is that I'm asked by my tax accountant each year for any gains/losses from publicly traded partnerships since those gains/losses are not reporting on the 1099 from the brokerage. Historically I have had to dump all of the capital gains to Excel/CSV, delete all the extra lines that don't apply, and then provide the file to my accountants.

I'll add a feature request - creating a sub portfolio just to run capital gains for a security seems like a lot of extra effort and I can't say that my current method is very time efficient either.

Thanks
Mark

[Mark]

Hi hipped1,

Understood, we can consider adding an option for this in a future update.

[MichelV]

+1 for adding the Filter... option to the Capital gains report. I'm even wondering why it is not already as I think all other reports has it.

And quite frankly, the Sub-portfolio cut and paste solution is at best a poor band-aid avenue.