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I am trying to determine whether the following 3 fields are available and if so what they are called -- not sure based on field descriptions provided whether available or not:

a) Original Acquisition Cost (incl. Commission Cost),

b ) Book Value (= Acquisition Cost PLUS Reinvestments Cost. This is what is used for Capital Gains Calculations for Tax Purposes, NOT Acquisition Cost).

c) "Life-Time Value of Investment" (= Current Market Value + all Cash Payouts over Holding Period, like Dividends, which would not be reflected in Market Value, but would have been a benefit from holding the investment).

Posted by: immaus

a) This is the Total Cost column.

b ) Totals costs for realized gains are calculated in the capital gains reports.

c) We do not have a report that combines unrealized and realized gains and/or dividends, etc. However dividends are included in the capital gains reports available as extensions.

Keep in mind that if we do not have a column or report you are looking for, the software is extensible so that you or someone else with some development experience can write one.

Anatoly Ivasyuk
DTLink Software

Posted by: DTLink Support (Anatoly)