dayton-outar
commented
11 months ago So, here's the deal. The current portfolio statement does not have a proper representation of showing the purchase cost of a particular stock in the event of a stock split. Take the below case shown in screenshot as example,
When the stock for PAL was split in Q1 2023, the value of the purchase cost was raised up by 4 times. See below the original purchase cost,
The real value of the total purchase cost of the portfolio is affected by this. So, the gain/loss is skewed. How can this be adjusted?
- [ ] Inject stock split event
- [ ] Use it in portfolio statement
JTrader Pro has some interesting verbiage that was used in presenting the customer's portfolio statement. See attached.
jtraderpro-jcsd-report.pdf
Take a look at some ideas from Google as to how to present portfolio.