Re: QIF import doesn't recognize CvrShrt transactions

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Posted by Mark on August 26, 2006 at 13:17:43:

In Reply to: Re: QIF import doesn't recognize CvrShrt transactions posted by Bob on August 25, 2006 at 19:34:27:

: How should I go about generating a capital gains report on a single security across multiple accounts?

: Thanks,
: Bob

Hi Bob,

There is no real easy way to do this. Capital gains reports will report on all investments in the sub-portfolio being reported on. You would need to create a new sub-portfolio and put only the investment of interest from each account in there. You can use copy/paste from within the Portfolio Editor to do this.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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