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Re: Spin-off

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Posted by Mark on February 06, 2006 at 13:02:00:

In Reply to: Re: Spin-off posted by jim on February 06, 2006 at 12:46:56:

: Solution 1 works better since it keeps the historical data balanced but it is awful awkward! Given the volume of spin-off, buy outs for cash plus stock, etc. there must be a better way. Does the FM Professional version handle it better?

: Jim

There is a "spin-off" transaction, but it assumes the parent remains a company. It uses a return of capital distribution in the parent, and then creates a new child for you with the cost basis as you specify. This transaction is available in all versions.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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