I have my portfolio with Fidelity here in NY, for over 20 years.
I am interested in some custom reporting that they dont do.
For example, my typical investment acct has about 30 stocks plus some fixed funds and I do a lot of trading over the course of the year. While Fidelity provides gain/loss totals for closed trades over a selected time period, it only does it for $ amounts, whereas I’d like % gain for individual stocks over these time periods. If , for example, I gain 5k for NVDA yr to date and also the same amount for APPL but with different starting amounts, for each of them, the absolute $ gain doesnt mean the same in each case. So, % gain/loss would be more useful, which they dont provide.
The initial amt is in the year end monthly statement for the year end while the gain/loss is in the “closed view” for the time period (beginning of year). BTW I do multiple trades on the same stocks over the course of time period.
It’s been suggested to me by Fidelity that this % is not a true yield representation but it would be useful nonetheless.
So, I need a tool that syncs with Fidelity, which I believe you do and the ability to customize reporting,
Can you help?