Chart option to show display cost-basis and unrealized gain for Accounts or Categories

ProjectionLab

:speech_balloon:

So just like the Stacked by Account or Stacked by Category plot, but with two values for each account: 1. cost basis 2. the unrealized gain

3 votes

Suggested 14 March 2024 by user Shawn S

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14 March 2024 Shawn S suggested this task
14 March 2024 Kyle Nolan approved this task
A P

Cost basis is very important and needs to be clearly understandable for early retires planning draw from taxable accounts

14 April 2024
Al S. Brown

Not being able to see cost basis makes it very hard to understand how the model is handling gains on distributions. Also, knowing how much unrealized gain is expected in a future portfolio is critical for investment planning and inheritances.

30 May