June 9, 2025
This application will capture your investment information and provide aggregate analysis.
The monthly tab will present, by day, your daily investment G/L (gains(+) losses(-)) along with values for each of your specific investment instruments.
This monthly table also presents your overal daily investment value as well as the overall G/L for the month. The other tables presents, by month, a Summarized view of your beginning balance and the investment G/L for the current year and the prior two (2) year. Also these tables present a summarized view of your monthly contrabutions, G/L and withdrawls.
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