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quick sales

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby alpappy » Wed Mar 11, 2020 6:09 pm

HI Mark
Is there a report or column that I can show purchase and sales between a selected date range I need for tax to show so called quick sales
thanks
alan
alpappy
 
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Postby Mark » Thu Mar 12, 2020 10:03 am

Hi alan,

If you want to see all transactions within a date range, use an "Investment Transaction" report. If you're trying to see how much each sell transaction gained/lost, use a "Capital Gains" report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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