Gain-I vs Gain-V vs Gain-F

[B2B_Investing]

Hi Mark,

I am trying to create a report that looks at gains for a given investment. I created a custom report with these three fields covering a range of time periods. I was surprised at how different the results were across the three functions. Variations included whether or not there were additional buys and or sells in the time periods. I read the help but am still trying to better understand the pros and the cons of each. Can you help me a little here? Is there any analogy to the change value calculations that use OOP verses change in price? What I really want is something that is showing me change in value over the period of time that takes into account the actual transactions and OOP costs.

Thanks,

Jason

[Mark]

Hi Jason,

You might want to look at "Gain (btw)" instead if you just want a value of how much you've gained. See the documentation on the Custom report for an equation. This does factor in money you add/remove during the time period in question.

[B2B_Investing]

Hi Mark,

That is what I am looking for. It would be great if Gain (btw) could be offered as a field with the same trailing time frames as the other Gain functions. Maybe that could be a new field Gain-OOP

3 months
6 months
1 year
3 years
5 years
10 years

There are multiple use-cases I have for this function in standard reporting.

Thanks again for a great product!

Jason

[Mark]

Hi Jason,

Okay, glad that is the field you wanted, and thanks for the feedback.