Unrealized Gain/Loss is a Report Packager Page that displays a summary of unrealized gain/loss for any applicable holdings. Managed and non-managed holdings will display in seperate groups.

Available Options

• Page Title Override: Set a custom Page Name of up to 24 characters. This will display in the Report builder and on the header of the PDF pages when created. Helpful when adding more than one copy of a Page to a report.
• Show Accounts: the account for each holding that had unrealized gain/loss will show.

• Show Gain/Loss %: have the Gain/Loss % included on each line.
• Show Non-Managed Assets Below the Line: Items that have been designated as non-managed will appear in a separate section at the bottom of the Holdings page.