I agree the only practical way to use Manager’s current investment tab is not using the built in unrealised gain/loss facility as per Investment asset total as base cost - #8 by bradlyons and instead using
- journal entries for unrealised gain/loss
- Multi line entry for investment sales (to separately list quantity for each purchase lot being sold an resulting realised capital gain/loss)
- External tracking of residual investment purchase lots.
Hopefully in the future managers unrealised investment capital gain/loss will support custom control accounts (equivalent to fixed assets) so it could be used and the above journal entries eliminated.