Re: Realized Gains

[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Realized Gains posted by Jim on March 05, 2002 at 15:05:04:

: My broker does not provide me a realized gains report for reporting the cost basis of my stocks.

: This is just from one broker (Datek).

: I also track my mutual funds, money market, etc from different brokers.

: Can I run an avg cost report just on a group of inmvestments? I don't want to delete the other investments

: Thanks

: Jim

Hi Jim,
The cap gains reports will report on all open investments. You don't have
to use your same portfolio to create the report. You can close your normal
portfolio, and just open the investments you want to be included in the
report.

Thanks,
Mark
--
Mark Beiley

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

Replies: