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bankchamp

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bankchamp

Re: None

Friday, 06/23/2017 4:41:38 PM

Friday, June 23, 2017 4:41:38 PM

Post# of 89915
How do I view separate investment tax lots?

In the portfolio summary page, I have several positions that have multiple buys giving me separate tax basis for each buy. However, all that I can see is the aggregated position with the blended cost basis.

Is there a way to see each separate tax lot with its cost basis and unrealized profit/loss?
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