As a side note, in the States, its broker-dealers job to track the realized 
gains and report to IRS directly. They issue 1099 forms to recipients for tax 
calculations purposes. 

-----Original Message-----
From: Kalpesh Patel <[email protected]> 
Sent: Sunday, January 11, 2026 12:01 PM
To: 'rsbrux' <[email protected]>; '[email protected]' 
<[email protected]>
Subject: RE: [GNC] report of investment income and capital gains (realized and 
unrealized) for the previous year

You can have multiple copies of the same report open at the same time, and then 
change the option to match the time range you are interested of in each. You 
can export each into html format to open it in Excel or equivalent, and do post 
analysis as you like ...

-----Original Message-----
From: rsbrux <[email protected]> 
Sent: Saturday, January 10, 2026 12:35 PM
To: [email protected]
Subject: [GNC] report of investment income and capital gains (realized and 
unrealized) for the previous year

The Advanced Portfolio is close to what I want, but gives me the numbers over 
the entire time I have owned the securities.
Is there some way I can modify the report to show the *difference* between the 
end of year results for two consecutive years?
If this requires learning scheme, I would appreciate being referred to a good 
tutorial (preferably a document, not a video).
I found some useful info here:
https://gnucash.org/docs/v5/C/gnucash-manual/report-create.html
but am surprised that no one else has addressed this, as I imagine it would be 
needed for tax reporting.


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