bought sold bought again - gain/loss from beginning problem

[Homer]

Hi Mark,

I have some securities that I bought a long time ago and sold a few years back. Now I have purchased them again several years later. When I do a graph of Price + Distributions, it sets the cost basis all the way back to the first purchase. Even if I set the time frame to just include the recent purchase, it computes the gain/loss as though I never sold it. 'Doh!

It appears that I purchased the security at a 70% loss! How do I "reset the clock" to the most recent purchase? It does not seem to do it for every security.

Thank you for providing and supporting Fund Manager.

Wishing you good health and happiness,

Homer

[Mark]

Hi Homer,

The "Price + Dist." graph doesn't plot cost basis. Are you maybe looking at one of the cost based graph types? If so, you can control whether the "historical" or "current" cost is being displayed with "Graphs / Options / Historical Cost".

[Homer]

Marc,

it looks like this when I do Price + Distributions and similar for Cost - Price. It does the same with the historical cost switch on or off. Is this how it is supposed to work?
Please see attachment.


Thanks,

Homer

[Mark]

Hi Homer,

In that graph you have 2 long time periods where you don't have any recorded pricing data. If you don't want to see that time period, just change the start date of the graph. See "View / Dates...".

[Homer]

Marc,

Thank you for both suggestions. I adjusted the time frame to view to start at the most recent acquisition. Then I went to the register, right clicked on the security, selected Retrieve Selected Historical Prices, selected the day before my new purchase to the current date. That supplied the new reference start date and corrected the gain % right Y axis. Now it is just perfect.

Thanks again.

Another continuing happy customer,

Homer