It would be great if the balance sheet displayed “contributed capital” and “retained earnings” under the "total equity " on the Balance Sheet. Stessa already has the contributed capital data under Transfers > Owner Contributions. It could then use a formula to determine retained earnings (total equity - contributed capital = …) I am trying to see, how much money have I contributed to the portfolio, and what is the gain/appreciation today.
The “Owner Contributions” data is already in the system. Seems like this could be straight forward.