Re: cost value graph

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In Reply to: cost value graph posted by john saffran on June 01, 2003 at 07:30:45:

: Last year I bought and sold a mutual fund, a subsequentially bought the same fund again this year. The cost-value graph shows the value a zero in 1/1/2003 correctly, but shows cost amount well above zero which would not be correct?
: The only way to get the graph correct is to delete all pre 2003 transactions. Is this a bug in the program? I just upgraded to the new version because I had this same problem with my old 5.3 version. -John

Hi John,

There are 2 cost "modes" that can be used when displaying this graph,
either "Historical" or "Current" cost. If you have historical selected,
it will plot the cost of all recorded transactions. If you select current,
it will only plot the cost of the currently owned shares, which it sounds like
is what you are looking for. See "Graphs/Options/Historical Cost".

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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