Quote:
Originally Posted by DRU
When I'm viewing the Cost Basis the only tab that lets me set a date range is the Realized Gain/Loss tab. In the example of my Roth IRA, that only shows the realized gains from selling shares to rebalance.
The Unrealized Gain/Loss tab doesn't have a date range, and simply shows me my entire unrealized holdings, so I can't tell how much it grew in 2021 alone.
There is also a tab labeled Gain/Loss Reports, but again that only gives me the realized gain/loss.
My Roth 401k doesn't have any realized gains, so all I can do there is choose unrealized, but again, no date range available there. Just shows the entire account history.
Do you see something different in yours that I'm overlooking?
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No, you are correct. I can't find another way that will show your gains unless they are realized. I guess maybe go through the monthly statements and figure it up from there? I'm not really sure what you would do.