FR: Expand / customize Investment Holding columns

[j-striedl]

Describe the feature

Would like to see a more robust set of columns tied to the investment holdings. My benchmark would be to replicate what is shown within my Fidelity account views.

• Last Price (note this appears to be shown as "Average Cost" in Sure)
• Last Price Change
• Todays Gain/Loss $
• Today's Gain/Loss %
• Total Gain/Loss $
• Total Gain/Loss %
• Current Value (already there - but I haven't validated the calculation)
• % of Account (already there :) )
• Quantity (already there - kind of; it looks like it rounds to 1 decimal point but shares are held to 3 decimals)
• Average Cost Basis
• Total Cost Basis
• 52 week range (as a horizontal line with diamond showing current price point)

There's also a dividend view that would be a bonus:

• Last Price
• Last Price Change
• Ex-Date*
• Amount per share*
• Pay Date*
• Dist Yield*
• SEC Yield*
• Current Value
• % of Account
• Quantity
• Est Annual Income*

*Notes:
Amount per share is the dollar value of the dividend paid to each shareholder of record.

Ex-Date represents the day before which one must purchase shares of the security in order to receive the dividend. On Ex-Date, the price per share is adjusted downwards by the amount of the dividend.

Pay Date is the day in which the dividend is paid to the shareholders who purchased shares prior to the ex-date.

Dist. Yield The distribution yield reflects a shareholder experience, because rather than being based on the income earned by a fund, this measure assesses the distributions made by a fund, and expresses this as a percentage, by dividing by the fund's closing price. This figure is calculated by dividing the trailing 12 months' income distributions plus any capital gains by the fund's closing price as of the date quoted but does not include any return of capital payments. For stocks, the yield displayed is based on the current dividend value, multiplied by the frequency of dividend payment, as a percentage of the most recent closing price.

SEC Yield reflects the 7 day yield for money market funds and the 30 day yield for non-money market funds. The 30 day SEC yield is a standard yield calculation developed by the Securities and Exchange Commission for bond funds. The yield is calculated by dividing the net investment income per share earned during the 30-day period by the maximum offering price per share on the last day of the period. The yield figure reflects the dividends and interest earned during the 30-day period, after the deduction of the fund's expenses and includes any applicable waiver or reimbursement. Absent such waivers or reimbursements, the returns would have been lower. It is sometimes referred to as "SEC 30-Day Yield" or "standardized yield".

The 7-Day SEC Yield is the average income return over the previous seven days, assuming the rate stays the same for one year. It is the Fund's total income net of expenses, divided by the total number of outstanding shares and includes any applicable waiver or reimbursement. Absent such waivers or reimbursements, the returns would have been lower.

Est. Annual Income The Est. Annual Income column displays the Estimated Annual Income (EAI) to be received from dividends on select security types. This represents the estimated income for a specific security over the next 12 months. Est. Annual Income is provided for informational purposes only and should not be relied on for making investment, trading, or tax decisions. There is no guarantee that your investments will generate the EAI presented. Actual income may be higher or lower than displayed. Click here to understand how EAI is calculated.

Why is this feature important?

Helps better visualize investment performance over time

Additional context, screenshots, and relevant links

The data should be readily available and would expand the usefulness of having Sure be a 1-stop shop for personal financial data.