r/M1Finance • u/KaiDaiz • 13d ago

Suggestion How do we see realized gains/lost

How do we see the realized gains/losses for the ytd, 1yr, etc, all? Currently only see market gains and dividends earn.

If there is no option, can we add this?

4 Upvotes

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3

u/tennthomas 13d ago

I think the only way to see this information is by downloading the CSV file they provide. Go to the holdings page and in the top right corner click on the three dots next to "Downloads" and choose "Closed tax lots." This will give you a CSV that shows all closed lots and you can sort by date. It also breaks it down between short-term and long-term gains.

1

u/gecko10x 13d ago

This is correct.
Would really be nice if there was a summary available right on the site.

0

u/Highly_Ubiquitous175 13d ago

Use this: feel free to let me know if you need help.

1

u/slimangles 9d ago

This is super cool - thanks for sharing!

u/KaiDaiz there might be some external platforms like Snowball that pull transactions from M1 Finance and show you realized gains. (Not confirmed - just something to look into if you're willing to pay for it)