Basis & Gain

You can enter basis in dollars or dollars per share. Click on the header bar to switch between $$$ and $/Share.  The example below shows them side by side.  You will see only one at a time.


Gains are calculated from the shares and values. Here is a view of the rest of the table, with the $$$ view visible.


The total basis (85,600) and total gain (4,202) are in the row just below the main table. These are dollar values even when the $/Share view is chosen because total basis/share and total gain/share are not meaningful.

See Tax Lots to learn how to deal with basis and gain for individual lots.

Tips & Tricks

Gains are unrealized unless the asset is marked as sold (by a date sold that is not in the future).