KB181754 - Money: How Gain and Percent Gain Are Calculated

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Gain and Percent Gain are calculated from the date of the first transaction for each investment, or for the account. The calculations are as follows:

   Gain =   Closing value amount

          + Income transactions amount
          + Sell transactions amount
          + Short Sell transactions amount
          - Opening value amount (this is the beginning of the first
            transaction with that security or in that account)
          - Buy transactions amount
          - Cover Short transactions amount

   Percent Gain = Gain / (Opening value + Buys + Short Sells)

Money: How Gain and Percent Gain Are Calculated

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