How to export report of individual gains on stocks including their purchase date

Official Response

I would like to sell shares of stocks based on acquisition date, specifically those that had losses. So i can use them for tax loss harvesting. Is there a specific way to report all shares acquired and their cost basis. I can see a way to display purchase and gain/loss by individual stocks but not multiple

Posted Feb 20, 2026, 4:34 PM UTC

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