Re: custom capital gains report - avg

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In Reply to: custom capital gains report - avg posted by dj on October 19, 2005 at 17:17:06:

: Is it possible to create a capital gains report using the average cost method when the security in question is held in more than one sub portfolio?

Hello DJ,

Yes, just create the "Capital Gains - AVG" report. This report lists every investment at/below the sub-portfolio you select. You can have the same exact investment included in multiple sub-portfolios, or you can have separate investments holding the same security. The later is usually the case, so you can have separate transaction histories.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: custom capital gains report - avg dj 18:30:40 10/19/05 (3)
  • Re: custom capital gains report - avg Mark 18:49:28 10/19/05 (2)
    • Re: custom capital gains report - avg dj 11:29:45 10/20/05 (1)
      • Re: custom capital gains report - avg Mark 11:48:34 10/20/05 (0)