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Re: Selling from a specific block of shares

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Posted by Mark on November 03, 2000 at 17:52:52:

In Reply to: Selling from a specific block of shares posted by Marva on November 03, 2000 at 17:19:16:

: When I sell and have purchased more than one block of a stock, E*Trade asks me which block to sell from. Big advantage is that you can sell the higher priced stocks, thereby minimizing capital gains. Is there any way to do the same in Fund Manager? That is, when selling, link the sell to a specific buy.

: The FIFO and Average gains don't do me much good since it doesn't accurately reflect what I'll put on my tax forms.

: Or, is there some custom report setting that I can use to get the same information?

: Thanks.

Hi Marva,
Fund Manager currently does not support specific lot ID for capital gains.
This feature will be in version 5.0.

Mark Beiley

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

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