Calculate Gain % per Holding on Investments Page

suzanne_alderman
edited January 21 in Feature Requests

Currently, on the Investments Page, it shows the aggregate gain percentage across all holdings and all investment accounts setup in your profile. This is very convenient as you can track the relative performance of your portfolio - granted your financial institution supports transmitting the cost basis to calculate gains. It would be even more helpful if one of the fields that could be displayed at the Holding level was the percentage gain of the individual holding. There is currently a gain amount, but that doesn't necessarily easily illustrate how well the holding has performed. Having this capability would make it easier to identify the best and worst performing holdings in a portfolio. I see this being implemented as another option to choose under the Holdings section where you can customize the columns that are displayed.

Thank you for your consideration.

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