Re: Profit / Loss

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Profit / Loss posted by Jeff on June 04, 2003 at 22:50:45:

: Is there a way to quickly and easily show both profit and loss as well as well as returns for positions?

: Right now I'm using a custom report, but the gains on my closed positions are shown as negative OOP invested numbers.

: The capital gains report is good for my closed positions, but I'd like to see something similar and simple for my open positions as well.

Hi Jeff,

Are you looking for something like the "Gain (between)" field in the
custom report. This will show the following:

Gain = End Value + Sells + Dist. - Buys - Beg Value

That way, if you sell something it doesn't affect your gain. With the
OOP invested, when you sell, it reduces your Out Of Pocket cost.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

Replies: