[WSSix]

That's basically what I've done with my own simple calculations, Lance. I only have Excel or Open Office's version of excel really so I sit down and crunch the numbers periodically so I can see where my gains are. A few of my stocks have good Dividend Gains but the Capital Gains are not so great bringing everything into the red. I like to know that distinction. I also have one stock that I cannot reinvest the dividend in and I have to treat it differently than the rest when calculating or else it looks like I'm losing money on it when in fact I'm making a small return. Yesterday, I went ahead and set up a spreadsheet book to track everything. It's simple but it works for me.

If I didn't already have the Fidelity and Vanguard accounts, I think I would go with Schwab simply for the tools you've mentioned, Greg. Maybe those same tools are available to me already but I'm not finding them easily. Fidelity's website does a much better job of breaking things down and displaying them than Vanguard's in my opinion. Of course, I am amateur so maybe I'm just not understanding the terms in which the info is displayed.