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Old 10-12-2004, 05:45 PM
Dennis Mc
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Default RE: ROI calculations wrong when investments transferred to new accoun

I posted the quwestion twice because I got an error message saying the first
time did not post

"McGillDH" wrote:

- quote -

> I moved mutual fund investments between brokerage accounts using the transfer
> out command. Now the ROI are totally wrong. It seems like the calculation
> treats the transfer as a new buy in the account it was moved into.

 
Old 10-12-2004, 05:40 PM
Cal Learner-- MVP
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Default Re: ROI calculations wrong when investments transferred to new accoun

In microsoft.public.money, McGillDH wrote:

- quote -

> I moved mutual fund investments between brokerage accounts using the transfer
> out command. Now the ROI are totally wrong. It seems like the calculation
> treats the transfer as a new buy in the account it was moved into.


Sheesh.
  #-1  
Old 10-12-2004, 05:31 PM
McGillDH
Guest
 
Posts: n/a
Default ROI calculations wrong when investments transferred to new accoun

I moved mutual fund investments between brokerage accounts using the transfer
out command. Now the ROI are totally wrong. It seems like the calculation
treats the transfer as a new buy in the account it was moved into.
 

Tags
accoun, calculations, investments, roi, transferred, wrong
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