Fund Manager
Contact Us

Re: Capital gains average

[ Q2 00 - Q2 01 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on October 10, 2000 at 07:50:53:

In Reply to: Re: Capital gains average posted by Dick Conway on October 09, 2000 at 23:38:11:

: : : When I select "Capital Gains AVG" I only get a display of 9 different stocks (Some have more than 1 stock transaction listed for the same company, so it shows 18 different gains.) when in fact my portfolio lists 19 different stocks. how do I correct this to show total individual gains for each company, and show all 19 stocks, i.e 19 lines of gain for the different companies.
: : : Thanks, Dick

: : Hi Dick,
: : This report displays the capital gains on your sale transactions. If
: : some of your investments don't have any sale transactions during the time
: : period of the report, they will not have an entry in this report.

: : Thanks,
: : Mark
: 10/09/00 Thanks for the reply Mark. Then how do I get a projected, or current,gain figure on stock I have not sold, but wish to use the calculated gain to make a sale decision? In other words, I have purchased the stock, now on a given day what gain do I have, based upon my download of the present day price/value? Thanks again, Dick

Hi Dick,
You would use the Custom report with one of the fields:

Tax unrlz gain FIFO (end)
Tax unrlz gain/s FIFO (end)
Tax unrlz gain AVG (end)
Tax unrlz gain/s AVG (end)

These fields will tell you your unrealized gains in either total $ or
on a per share basis for either FIFO or AVG cost accounting methods.
If you choose "Help/Help on Report" from within a custom report you will
see a long list of fields and their descriptions.

Mark Beiley

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

Replies: | Search | Site Map | About Us | Privacy Policy