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Capital Gains Report for Individual Stock symbol ??

General questions about using Fund Manager that do not fit into any other forum.

Postby toteman » Sat Jul 03, 2010 12:13 am

Hello, I need some help, Can anyone please advise if possible to retrieve a Capital gains report for a specified period on just one individual stock symbol, or possibly a list of individual stock symbols as an excerpt from a larger portfolio ??, rather than an entire complete portfolio capital gains report ?? or do I need to make a seperate new portfolio with the required stock symbol transactions seperately, to get the cap gain seperate report ?? Thankyou

regards
Trev
toteman
 
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Postby Mark » Sat Jul 03, 2010 8:47 am

Hi toteman,

Sorry, there is no option to filter a capital gains report by a certain symbol. It is calculated for all investments in the selected sub-portfolio. You could do what you suggested, and create yourself a new temporary sub-portfolio, and only put the desired investments into that sub-portfolio.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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