Re: Portfolio Performance of "closed-out" port.

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In Reply to: Re: Portfolio Performance of "closed-out" port. posted by Mark on January 07, 2000 at 20:20:55:

: : I have a portfolio of stocks, all of which have been sold. When I do a Portfolio
: : performance report I get strange numbers such as negative numbers in the
: : "Invested" column equal to the capital gain. Is there a way to get the report
: : to display with more useful numbers? (the numbers are correct, just not very
: : "intuitive" for judging the performance). Thanx

: If your investments are closed, and you don't wish to view them, but want
: to keep them in your portfolio, you can "Hide" them under their "Investment
: Properties..." dialog.

: If you prefer to see different performance data, you can create your own custom
: report, and memorize it.

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager for Windows 3.1x/95/98/NT
:
:

Mark,

I'd like to see the investments from a "beginning" to "end" standpoint but if I
simply do a performance report with the buy date and sell date I get beg. value
and ending value as zero. what I really would like to see is the amount invested
as beg. value and the sales proceeds as end value - like in the Capital gains
report - but I could not find "Sell Value" and "cost basis" in the list of variables
available in the custom reports - am I missing something??

John

Replies:

• Re: Portfolio Performance of "closed-out" port. Mark 19:36:54 01/12/00 (0)