Re: Liquidated stocks

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Posted by Mark on February 18, 2007 at 16:20:50:

In Reply to: Re: Liquidated stocks posted by Harry Teder on February 18, 2007 at 15:38:32:

: Actually, I have found a Custom Report the most useful to track portfolio performance. It shows the $ gains for sold stocks, but not the % gain. Why not? The data needed to calculate it is available. For that matter,the % gain for stocks still owned is shown (but not for solds). This is a puzzling omission. It brings up another question: does the %Gain (end) below the line include sold stocks, or not? (I hope it does).

Hi Harry,

Yes the %Gain(end) includes gains for all positions from inception through the ending report date. This includes both sold and still owned shares.

Which field in the custom report are you looking at to see the $gains for sold stocks?

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Liquidated stocks Harry Teder 09:35:16 02/20/07 (0)