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Gain and loss

06/15/21

The Gain/Loss card in the allows you to view Unrealized and Realized Gain/Loss cost basis information for their investments. This information is available based on custodial files or Wealth Access calculations if the Custodian does not provide cost basis files.

Click Portfolio > Gain Loss from the drop-down menu.

Gain And Loss 1

To expand a card, click on the title of the card and the card changes into Expanded view.

Gain And Loss 2

To collapse a card, click on the title of the card and the card changes back into Consolidated View, which is the default.