Re: Custom Reports
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Posted by Sam on February 04, 2002 at 18:40:58:
In Reply to: Re: Custom Reports posted by Mark on February 01, 2002 at 19:48:19:
: : 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.
Yes, that is what I'm asking for. Fund Manager does a great job showing the
history of my investments. But history is history and I can't change it. I
make or lose money with my "current" investments, so whatever insights Fund
Manger can provide me on my current investments would be most appreciated.
I would think most FM users would appreciate more insights into their current
investments. So if you can put my request into version 6, great, but adding
it into version 5 would be even better. :-)