Re: 8.6 -- %gain calc

[ Message Board ] [ Archives ] [ Search ]

Posted by Louis on July 25, 2007 at 12:51:03:

In Reply to: Re: 8.6 -- %gain calc posted by Mark on July 25, 2007 at 12:30:51:

: : Hi Mark,
: : That does help a little, but I do need to see the %Gain in my totals. Until the recent change I always had that number in the Totals column at the bottom of the report. The number is correct for individual investments, but I also need a proper number for the total portfolio. This is showing as N.A. for any time period I look at. Is there something else I can use?
: : Thanks,
: : Lou

: Hi Lou,

: The most likely reason that you're not getting a %Gain(btw) on your whole portfolio is that one or more of the investments in your portfolio were both long and short (positive and negative share balances) within the report time period. Do you have any such investments? One way to find out is to look at the %Gain(btw) for all your investments, and any that report "N/A" may have been long and short in the period. If an investment is completely sold, it will also be "N/A", so you can ignore those. You might want to also turn on hidden investments, in case any of those are causing the problem.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software

Hi Mark,
I do have a couple investments like that. If I create a seperate investment for the short, will that fix the problem?
Thanks,
Lou

Replies:

• Re: 8.6 -- %gain calc Mark 13:04:28 07/25/07 (2)
  • Re: 8.6 -- %gain calc Louis 14:02:43 08/13/07 (1)
    • Re: 8.6 -- %gain calc Mark 16:24:58 08/13/07 (0)