Wednesday
Nov112009

Mutual Fund Realized Gain/Loss Reporting for Axys

Working from Advent's standard realized gain/loss report created a custom reports to lump like mutual funds, and breakdown short and long term gains. The de facto realized gain/loss reporting looks utterly ridiculous due to the frequent reinvestment of dividends. This report makes the realized gain/loss report look respectable.

We reapplied our modifications to the 3.7 version of the standard Axys report today.