New investment question

[z54j15]

Hi, I have a question about tracking individual stock transactions in Fund Manager personal.

For example If I buy 10 shares of MRK@ $10 each and then buy 10 more shares of MRK @ $20 each.

is there a way to track those shares?

for example if the share price goes to $20 will those first 10 shares show more of a gain then the second lot of shares that were purchased at $20?

And will each lot of shares be shown on a separate line in a report with that information? If yes what report would show that? Not selling the shares yet just wanting to track the gain/loss.

thank you

[Mark]

Hi z54j15,

Yes, you can track as many different transactions in an investment as you want. You can see each transaction in any of these reports:

Investment Transaction
Open Lots
Capital Gains

The Open Lots report only shows shares you still own, and information on each time you purchased it, their gain/loss, etc.

The Capital Gains report only shows shares you've sold.

The Investment Transaction report shows all transactions.