Alen Šiljak

@adept, > Unrealized gains are not necessarily related to lots Quite the contrary, I think un/realized gains/losses can't even be calculated without lots. More about how I see lots, here:...

> For the duration of typical investment (years) none of this would matter Unfortunately it does unless you live in a perfect world. Mutual funds and agents go out of...

> Title of this ticket is "unrealized gain/losses", and all my arguments are focused on not equating this to "tracking lots for tax purposes" How would you envision tracking unrealized...

That's what it is. The question is just how you get to "current valuation".

Good. So, now that solution is limited to institutions that provide accurate financial statements with current balances. We can then forget about my sugar example, where we bought 18 units...

That summarizes it well, I'd say. :) You are right in that having lot information is not always necessary. But the institution providing the statements is still using it, it's...

In that case I did not properly understand the following explanation: > Or it can be calculated "top down", by subtracting a balance's starting value plus posted changes, from its...

Ah, the balance expressed in the non-currency commodity, yes. Times the last price.

What happens with share transfers, gifts, dividend participation programs, etc. where there is no explicit value on the record?

Most likely. I keep the location turned off since it is not possible to have only triangulation and having GPS on wastes a lot of battery.