Back-In-Time Report ColumnsΒΆ

You can setup the columns in the Back-In-Time report to show the data that is useful for your investment analysis.

Right-click (ctrl-click for Mac users) any column header and select Configure Columns.... You can read more about configuring columns in the section, Configuring Columns.

The Back-In-Time report supports the following columns.

Column Name Column Description
Symbol Stock or Ticker Symbol
Symbol* Stock or Ticker Symbol without the Google Finance exchange prefix.
Name Company name
Date Added Date added to the list
Comment User Comment
Currency The currency of the item.
Close Previous closing price
Open Price at open
Day Hi Today’s high
Day Lo Today’s low
Last Price of the most recent quote
Last Date Date of most recent quote
Day% Today’s percentage change
Change Today’s point change
DayGain Today’s gain or loss
OpenSignal Last trade price minus open price. Used for determining the daily trend of a stock.
OpenSignal % Last trade price minus open price as a percentage of the open price. Used for determining the daily trend of a stock.
Gap Open price minus previous close price. Used for determining the daily trend of a stock.
Gap % Open price minus previous close price as a percentage of the open price. Used for determining the daily trend of a stock.
Shares Number of shares owned
Shares Simple Number of shares owned, with any fractional shares rounded to the nearest whole share
BuyPrice Price paid per share
BuyVal Original purchase value (does not include transaction costs)
BuyVal Ccy Original purchase value (does not include transaction costs) converted to the currency of the portfolio using the exchange rate recorded in the purchase transaction.
MktVal Current market value of position
MktVal w/o Cash Current market value of position, not including the cash balance.
Gain Gain or loss from the cost basis
Gain % Gain or loss percentage from the cost basis
GainYTD Gain or loss from beginning of the year or from date of purchase if purchased since the beginning of the year.
GainYTD Ccy Gain or loss from beginning of the year or from date of purchase if purchased since the beginning of the year, converted to the currency of the Portfolio, including exchange rate changes.
GainYTD % Gain or loss percentage from beginning of the year or from date of purchase if purchased since the beginning of the year.
GainYTD % Ccy Gain or loss percentage from beginning of the year or from date of purchase if purchased since the beginning of the year, including exchange rate changes.
Buy FX Exchange rate between the currency of the item and the currency of the Portfolio on the date of purchase.
FX Exchange rate between the currency of the item and the currency of the Portfolio
FX Inv The inverse of the exchange rate between the currency of the item and the currency of the Portfolio
MktVal Ccy Current market value of position converted to the currency of the Portfolio
Gain Ccy Gain or loss from the costs basis converted to the currency of the Portfolio, including exchange rate changes
Gain % Ccy Gain or loss percentage from the cost basis converted to the currency of the Portfolio, including exchange rate changes
DayGain Ccy Today’s gain or loss converted to the currency of the Portfolio
CostBasis Cost basis of this position (either standard cost basis [SCB] or the average cost basis [ACB])
CostBasis Ccy Cost basis of this position (either standard cost basis [SCB] or the average cost basis [ACB]) converted to the currency of the Portfolio using the exchange rate from the purchase transaction
CostBasis/Share The per share cost basis of this position.
SCB SCB of this position (buy val + costs)
SCB Ccy Standard cost basis of this position (buy val + costs) converted to the currency of the Portfolio using the exchange rate from the purchase transaction
SCB/Share The per share cost basis of this position calculated using the standard cost basis.
ACB Average cost basis of this position
ACB Ccy Average cost basis of this position converted to the currency of the Portfolio using the exchange rate from the purchase transaction
ACB/Share The per share cost basis of this position calculated using the average cost basis.
TR The Total Return gain/loss value for this position including transaction costs and distributions
TR % The Total Return gain/loss percentage for this position including transaction costs and distributions
Ann. TR % The annualized Total Return gain/loss percentage for this position including transaction costs and distributions
TR YTD The Total Return gain/loss value for this position including transaction costs and distributions since the start of the year
TR % YTD The Total Return gain/loss percentage for this position including transaction costs and distributions since the start of the year
CAGR The Compounded Annual Growth Rate (CAGR) that this item has returned since purchase, including transaction costs.
TWRR The compounded annual Time Weighted Rate of Return (TWRR) that this item has returned since purchase.
IRR The Internal Rate of Return (IRR) (also known as the Dollar/Money-Weighted Return) that this item has returned since purchase.
Port.% The percentage of the total portfolio value represented by this item.
Port.% w/o Cash The percentage of the total portfolio value represented by this item, not including the cash balance.
Days Held The number of days the shares have been held
Weekdays Held The number of weekdays the shares have been held. Includes holidays that fall on a weekday.
YTD Income The total value of dividends and capital gains paid by this lot in the year-to-date as recorded in the transactions, including re-invested amounts.
1Y Income The total value of dividends and capital gains paid by this lot in the last 12 months as recorded in the transactions, including re-invested amounts.
Total Income The total value of dividends and capital gains paid by this lot since purchase as recorded in the transactions, including re-invested amounts.
Benchmark Symbol The symbol used for benchmark comparisons in this portfolio.
Benchmark Shares The number of shares that would be held if the invested amount was made in a benchmark, and all dividends were re-invested.
Benchmark MktVal The current market value if the invested amount had been made in a benchmark, and all dividends were re-invested.
Benchmark Day Gain The gain in value if yesterday’s closing value of this investment was invested in a benchmark today.
Benchmark Percent Today’s percentage change for the benchmark, a benchmark.
Benchmark TR The total return since purchase, including transaction costs and dividends, if the invested amount had been made in a benchmark and all dividends had been re-invested.
Benchmark TR % The percentage total return since purchase, including transaction costs and dividends, if the invested amount had been made in a benchmark and all dividends had been re-invested.

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