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Re: Handling stock splits

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Posted by Mark on January 18, 2004 at 22:45:31:

In Reply to: Handling stock splits posted by Brian Millard on January 18, 2004 at 21:11:36:

: I entered a 2 for 1 stock split on the investment data screen, but the cost basis in the stock is not adjusted and the gain/loss is incorrectly stated on the capital gains report. Am I not entering enough information? Do I have to make manual adjustments to the cost basis of the stock?

Hi Brian,

A stock split will not change the cost basis. Did you record all your
transactions as they happened on the date of the transactions? You can
review all your entered transactions by going to "Edit/All Data..."
and looking at the "Investments (all)" data type.

Thanks,
Mark
--
Mark Beiley

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

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