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Realized investment gains (losses)

The Realized Investment Gains & Losses report calculates gains or losses from investments that have been sold or otherwise disposed of within a specific period.

This report helps you track the actual profit or loss realized when you sell investments, which is important for tax reporting and performance analysis.

To create a new report, go to the Reports tab, click Realized Investment Gains & Losses, then click the New Report button.

Realized investment gains (losses)New Report