All I want is a table showing my portfolio, with individual tax lots and unrealized short/long gains/losses for each. You know, what places like Vanguard, Schwab, Fidelity, all show by default when you click Portfolio. I can't figure out how to do it on IBKR. I tried adding custom columns but none seemed to match this description. The closest I got was a custom report which allows the long/short split, but not by tax lot -- which makes it hard to figure out which lots to sell. It does show in Tax Optimizer after the fact, but I don't see it before I've sold anything. Vanguard example of the view I'm talking about: https://www.whitecoatinvestor.com/w.../06/Screen-Shot-2018-06-19-at-10.28.12-AM.png