Capital Gains report

Craig's Avatar


03 Apr, 2016 04:28 PM

I am trying MoneyDance and I like it so far, but looking at the Capital Gains report it seems to be missing a percentage view.

It does show that a certain stock netted a certain amount of money, but it does not show what is that as an annualized return percentage.

It seems like a basic requirement for a Capital Gains report. Or maybe there is a different kind of report I need to run?

In general, can reports be customized? To add an additional column to show the percentage gain?

  1. 1 Posted by Tom Freeman on 06 Apr, 2016 07:15 PM

    Tom Freeman's Avatar

    Have you tried the investment performance report?

    Tom Freeman
    Infinite Kind Support

  2. 2 Posted by Craig on 10 Apr, 2016 04:12 PM

    Craig's Avatar

    The "Investment Performance" report is a bit better, but has 2 issues
    a) It shows data for all positions, not only the closed ones
    b) it does not show the date of purchase and date sold (or better yet - for how long has it been held)

    See the attached screenshots.

    Separate question: As you can see on these screenshots for some reason the width of the columns is not OK, I have to resize the columns every time I click on a report. This is under Linux Mint 15. My screen resolution is 1920x1080, which should be plenty. Is there a way to preserve the width of the columns? "Memorize" seems to save only the filters.

  3. 3 Posted by Tom Freeman on 23 Apr, 2016 02:27 PM

    Tom Freeman's Avatar

    Sorry for the late reply. I am putting in a bug ticket for this.

    Tom Freeman
    Infinite Kind Support

  4. System closed this discussion on 30 Jul, 2016 03:51 AM.

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