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Re: Custom Reports

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Posted by Mark on February 01, 2002 at 19:48:19:

In Reply to: Custom Reports posted by Sam on February 01, 2002 at 18:08:23:

: I have a custom report using the "Tax basis unrealized gain, FIFO (ending)"
: and "Gain (current)" columns. But there doesn't seem to be a "Distributed
: distributions (current)" column. So I have do some mental math to get the
: current distributions for a dividend paying stock. Right now I use the
: "Distributed distributions (between)" column, but that is for the entire
: history of an investment, so I'm not comparing apples to apples. Will there a
: "Distributed distributions (current) column anytime soon?

Hi Sam,
Thanks for the feedback, we can see about adding this field into version
6. The 'Distributed distributions (between)' are the distributions paid
by all shares only for the date range of the report, not for the entire
history of the investment. The "current" version would show the distributions
paid by only the shares still currently owned though, which is what you are
asking for I believe.

Mark Beiley

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

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