Cost Basis Reporting
It would be extremely helpful to have per holding cost basis information for client accounts.
26
votes
Dan B.
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Nick Hendrix commented
We are very interested in this feature! We feel it is critical!
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Anonymous commented
very important