Re: Liquidated stocks

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Posted by Mark on January 16, 2007 at 23:16:55:

In Reply to: Re: Liquidated stocks posted by Harry Teder on January 16, 2007 at 13:46:20:

: Mark - well, yes, but CG-FIFO does not show percent Gain. Custom Report is no help either;the %Gain(end) column bottom line provides the OVERALL % gain AND % gain for currently held stocks, but the liquidated stocks all show N/A. How about a Custom Setting column like %Gain/Loss? Thanks Harry

Hi Harry,

I think you're asking for a %Gain/loss on a particular transaction in the Portfolio Editor. All of the fields in the Portfolio Editor are for an entire investment or sub-portfolio (not individual transactions). The Capital Gain reports and the Investment Transaction reports do list each transaction. Maybe you'd like to see a %Gain column available on one of these reports? If that's not what you're asking for, then I think I've misunderstood...

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Liquidated stocks Harry Teder 15:38:32 02/18/07 (2)
  • Re: Liquidated stocks Mark 16:20:50 02/18/07 (1)
    • Re: Liquidated stocks Harry Teder 09:35:16 02/20/07 (0)