Total Gain/Loss?

JACK-UK · February 24

Is there a way to assess total gain and loss for specific stock holdings? Other apps allow you to enter the purchase date and costs..

Bgz · February 24

Please look at this… and upvote it.

https://community.simplifimoney.com/discussion/1156/investments-ability-to-download-add-a-cost-basis-and-purchase-date-to-track-total-gains-losses

Coach Kristina · February 26

Hello @JACK-UK,

While it isn't exactly what you're looking for, Quicken Simplifi does have a Performance tab for your investments that lets you view performance over time. Click this link for more information.

Thank you!

JACK-UK · February 27

Thank you @Coach Kristina . It looks like a good feature.. but challenges:

As I have imported from Mint it doesnt carry historical data from inception of holding purchase
Good view by account but not by Holding/Stock

Total Gain/Loss?

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