Case study: Key large portfolio cost basis - first report

June 23, 2019

Introduction

It is time for me to explore all features inside TD Ameritrade. Today I came cross another new feature called cost basis. I like to learn the basics first, even though it is so quick to see portfolio valuation up more than 2% in less than a month.

Cost basis

Here is my cost basis for portfolio. I have to manage better my portfolio this time.

All transactions are included.