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Old 10-12-2004, 05:17 PM
Chris Barker
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Default Re: Gain column includes previous historical sale gain amount?

Thanks. Appreciation is what I want. I was afraid that Money was
miscalculating.

-CB


 
Old 10-12-2004, 04:16 PM
Cal Learner-- MVP
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Default Re: Gain column includes previous historical sale gain amount?

In microsoft.public.money, Chris Barker wrote:

- quote -

> I've discovered a curious bug in Money 2004. I had an investment in a mutual
> fund that I sold and liquidated in its entirety. Several months later I
> decided to get back into the fund and bought a new position. To be clear, I
> completely sold my initial position and then several months later I bought a
> new position in the same fund. When looking at my portfolio view, I see that
> Money 2004 displays the Gain column and includes the gain I had in the old
> position along with the gain in the new position. So it seems that the Gain
> column is a historical gain covering all history of owning the fund? Is this
> how this is supposed to work?


Yes.

- quote -

> To my way of thinking it is confusing since it
> obscures what the real gain is for just the new current position.


You would probably like Adding the PriceAppreciation column with
SeeADifferentView-> CustomizeCurrentView-> PortfolioColumns. Remove
Gain if you don't want that. When you select a column in either box,
note that a description of that indicator appears. Explore the
various choices. You are bound to have favorites. You can order the
columns with MoveUp or MoveDown. Alternatively you can drag and
re-size the column headings in the Portfolio views.

Do a SaveAs for your favorite views.

  #-1  
Old 10-12-2004, 02:26 PM
Chris Barker
Guest
 
Posts: n/a
Default Gain column includes previous historical sale gain amount?

I've discovered a curious bug in Money 2004. I had an investment in a mutual
fund that I sold and liquidated in its entirety. Several months later I
decided to get back into the fund and bought a new position. To be clear, I
completely sold my initial position and then several months later I bought a
new position in the same fund. When looking at my portfolio view, I see that
Money 2004 displays the Gain column and includes the gain I had in the old
position along with the gain in the new position. So it seems that the Gain
column is a historical gain covering all history of owning the fund? Is this
how this is supposed to work? To my way of thinking it is confusing since it
obscures what the real gain is for just the new current position.

Thanks.

-CB


 

Tags
amount, column, gain, historical, includes, previous, sale
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