How to view portfolio w/ individual tax lots, unrealized gains/losses, separated by short vs long?

Discussion in 'Interactive Brokers' started by bryantf, May 3, 2021.

  1. bryantf


    All I want is a table showing my portfolio, with individual tax lots and unrealized short/long gains/losses for each. You know, what places like Vanguard, Schwab, Fidelity, all show by default when you click Portfolio. I can't figure out how to do it on IBKR. I tried adding custom columns but none seemed to match this description.

    The closest I got was a custom report which allows the long/short split, but not by tax lot -- which makes it hard to figure out which lots to sell. It does show in Tax Optimizer after the fact, but I don't see it before I've sold anything.

    Vanguard example of the view I'm talking about: