We have just released a new report that many of you have requested and that you will find useful in making sure the cost basis of  all your stocks stays updated correctly.  You might also find it useful in making sell decisions when you own multiple lots of a stock.

It is called the Investment Lot Cost Basis Report.  You can find it on the Accounting>Reports page:

Your broker will have an "Unrealized Gain/Loss" report that you can use to compare this to.  If you find any differences, you'll have lots of time  to get any issues fixed in your bivio records.  That way when tax time rolls around, you shouldn't  have any surprises you need to address that will delay getting your taxes prepared.

Enjoy!

Laurie Frederiksen
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