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@mierin12 mierin12 commented Jun 20, 2025

Issue : https://forum.portfolio-performance.info/t/moving-average-ma-instead-of-first-in-first-out-fifo/19174
Hello,
This is a proposition to add

  • A description to the Profit Loss column of the Statement of Assets
  • The Profit/Loss for moving average method, and regroup both columns in a submenu

Before :
2025-06-20 18_40_54-Portfolio Performance
2025-06-20 18_41_21-

After :
2025-06-20 18_44_49-
2025-06-20 18_44_18-Portfolio Performance
2025-06-20 18_43_53-Portfolio Performance

I tried to reused some existing label. But maybe it is confusing to reuse the exact term "Unrealized Capital Gain" than in other column ? It is indeed an unrealized gain, only it is net and not gross in Profit/Loss.

@mierin12 mierin12 force-pushed the add_ProfitLoss_column_in_Statement_of_Assets_for_moving_average_method_ branch from 4ed8516 to 3240724 Compare September 10, 2025 20:10
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