Cost Basis report and Lots

louis's Avatar


15 Apr, 2018 08:47 PM

The Cost Basis report is currently more like a transaction report. It includes both Buy and Sell transactions; the Buys show the total shares bought even if some have been sold, and the Sells don't indicate which Lots were sold, only the Cost Basis (when using lot-based accounting). This report should really only display the Lots still owned along with the Cost Basis for the lot.

Is there any way to view the current Lots owned and their Basis?

  1. System closed this discussion on 15 Jul, 2018 08:50 PM.

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