Re: transferring to a new fund

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In Reply to: Re: transferring to a new fund posted by Mark on March 07, 2000 at 07:52:16:

: Hi Rod,
: You would just record this as a sell in A, and a purchase into a new
: investment in B. There is an "out of pocket" cost used by FM, which would
: still keep your cost in this case to $10 effectively. This is on the
: cost based graphs, such as "Portfolio Cost - Value". You would want the
: cost mode to be historical (Graphs/Options/Historical Cost). The OOP cost
: is also available in the custom reports.

Ah, yes. Because I was selling the whole fund from the portfolio I thought
I should simply delete it. Your method solves my problem.
Thanks Mark.

Rod Stuart

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