how to figure out rate of return
I use TOS desktop but now, I'm on the Schwab website as well. How do you figure out rate of return, of the whole account and of individual positions? I just called Schwab and they had no idea. They could show me how to figure out realized but not unrealized. I'm looking into Boldin/Claude to figure which accounts to burn down for RMD, in the future, vs taxes now. If the answer it, it's just the realized gain and loss, from the past, that's fine, but it seems like the Schwab platform could look at purchase price, of a long stock, compare it to current price, and give me an answer on both unrealized and realized. Or am I completely wrong? thank you