I'm not sure why it's not evident to me how to do this (this data is so fundamental to any investor), but I'm having some difficulty getting the following data:
I need, for each investment in each account, (1) the current net worth of that investment and (2) the income that investment has generated in the last 12 months. I am thinking of
I, of course, have (1) in my Net Worth report, but how to get (2) is eluding me. I'd be happy with two separate reports, or ecstatic if there were a way to get them together on the same report.
Any suggestions would be appreciated! And THANKS in advance.