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LM_Edge
Follower ○○

Realized Gain Report

Is there any way to get a management report showing Realized gains and losses ( separated into short and long term) for all client accounts? There is one for unrealized, but for realized you have to go into each account.

1 Reply
natalie Employee
Employee

Re: Realized Gain Report

Hello.  Unfortunately, at this time there is not a Realized Gain/Loss report that can be run for all client accounts. However, if you would like to see this added in the next generation of Office, please submit that product idea here: 

https://community.morningstar.com/t5/Morningstar-Product-Ideas/idb-p/idea-3

Thanks!

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