Portfolio Gain / Loss

The Portfolio Gain / Loss report has two sections: First is a text report showing several pieces of information, most importantly the current Cost, Market Value, Gain or Loss as a dollar value, and % Gain or Loss. The Gain/Loss columns are calculated based on the difference between the Total Cost, and the Market value, so they show what the gain would be, if all of the shares of a given stock were to be sold, at the listed market value.

The second section of the report is a graph, showing the Cost Basis, and Market Value of the club's securities over time. Unlike the text portion, the graph tracks historical data, so it will include securities that the club has sold off.