How to keep a track of all the profit/loss you made by buying/selling stocks over last few months/years? I use fidelity and it doesn't have a good enough portfolio tracker. Are there any apps you can use for this? I know about year end tax documents but i need to see it on a daily basis:) #stocks #investments
Fidelity has a gains section where you can see your total realized for the year, also broken down into short and long term gains.
Does it also show our profit/loss from stocks we already sold? cant see to find that:)
It took me a bit of effort to find it, but on the website go under Accounts & Trade -> Tax Forms & Information -> View your YTD tax activity.
What’s missing from fidelity? You can see the purchase batches and the p/l of each.
I need to see profit/loss from stocks we already sold. cant see to find that:)