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Capital Gains Report

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby knerrd » Mon Jul 22, 2024 7:06 am

I have a stock that is not showing on the Capital Gains report. I can't for the life of me figure out why. All portfolio/investment properties are set so that it should be showing up. The other stocks show up appropriately. What might I be missing?
knerrd
 
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Postby Mark » Mon Jul 22, 2024 4:22 pm

Hello,

Maybe the investment type filter? See “Options / Report Preferences… / Capital Gains”.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby knerrd » Fri Jul 26, 2024 7:14 am

Thanks. Yes, the investment was somehow marked as its own default cash account, so it was being excluded.
knerrd
 
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