Reports
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To help you keep tabs on tax liabilities (without attempting to meet legal tax requirements), Position Manager keeps records on capital gains.

report


From the Report menu, click either "Long Term Capital Gains" or "Short Term Capital Gains."

A report displays showing the entry and exit date, the sale price, basis cost and gain or loss.

The current valuations of open positions are based on either your most recent Unfair Advantage daily update or on intraday quotes downloaded from the Internet. Updates of current valuations are explained next.