Hi - What is the formula for calculating the Profit% in the Holdings tab?
Another question: If I wanted to track Unrealized Cap Gain% and Profit % for T (AT&T) by year from the time of first purchase, how do I generate that report? Not using Power BI Desktop. If I just look at the most recent year 2021 and last month (Feb) I see -6.29% for Unrealized Cap Gain% and -2.6% for Profit %. Are these the right numbers to look at?
I guess that Unrealized Capital Gains % is cumulative over time and is based on the stock price but what about Profit% which includes dividends paid?
Please clarify. Thanks.