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Re: Basis and cap gain of specific shares

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Posted by Mark on September 26, 2000 at 07:56:46:

In Reply to: Basis and cap gain of specific shares posted by Bill on September 25, 2000 at 15:22:08:

: When I consider selling certain specifically designated shares, how do I
: use Fund Manager to determine the cost basis of those shares
: and the capital gain that would result from the sale?

Hi Bill,
Currently, FM only supports FIFO and AVG methods of calculating capital
gains. In our next major release we have added the specific lot ID method. For now,
you would have to either use FIFO or AVG. If you really want to use the
specific lot ID method now you could look at the price you paid for each
prior purchase and figure out the cost basis manually. Use "Edit/All Data..."
with the "Investments (all)" data type selected.

Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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