[moneydance] Profit/Loss Report

[David.Lautenschlager@thomsonreuters.com]

Unless I'm missing something I can't find a way to run a report that
shows profit or loss for my securities. I found the extension that lets
you look at profit and loss for all accounts or for each individual
security, but it is time consuming to click on each security to see the
results. What I'm looking for is a simple report that shows:

 

*         Security name

*         Cost basis

*         Current market value

*         Profit/Loss in dollars

*         Profit/Loss as a percent

*         A summary row that shows profit or loss in dollars and as a
percent for all holdings. 

 

 

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David Lautenschlager
VP Knowledge Services

Thomson Reuters

O: 734-913-3551 

david.lautenschlager at thomsonreuters.com
thomsonreuters.com <http://thomsonreuters.com>