Re: Liquidated stocks

[ Message Board ] [ Archives ] [ Search ]

Posted by Harry Teder on February 20, 2007 at 09:35:16:

In Reply to: Re: Liquidated stocks posted by Mark on February 18, 2007 at 16:20:50:

: : 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

1. Good.
2. Looking at Gain(end). I wind up calculating the % and penciling them in.
: --
: Fund Manager - Portfolio Management Software

Replies: