Excellent! That's exactly what I was looking for.

Thanks very much.

Jeff

Cal Learner-- MVP wrote:
- quote -

In microsoft.public.money, Jeff M wrote:

- quote -

In Money 2005 or 2006, see
Investing-> InvestingTools-> CapitalGainsEstimator-> EstimateCapitalGains.

In the left column, UpdatePrices-> UpdatePricesOnline

Note the UnrealizedGain column. Click the [+] in front of a security
to expand into lots for a given security.

Optionally, you can select a Distribution Method at the top. Enter a
value into the QuantityToSell column to the right of an investment
name, and it will allocate the lots according to the method.

At the bottom it will report the summation of the "proposed sales".

Thanks. I should have been clearer.

I'm looking for a way to view gains or losses by individual investment
lot. For example, if you have a mutual fund with regular monthly
investments, in the portfolio view it shows the fund as one line with
an average purchase price. If you click on the + symbol to the left of
the fund name in the portfolio view it will show the individual lots
along with the date, activity, quantity, price and amount. However,
this view doesn't show the gain or loss. I also can't find a report
which will break it down by lot.

Jeff

Cal Learner-- MVP wrote:
- quote -

In microsoft.public.money, Jeff M wrote:

- quote -

There is more than one way. The easy way is to configure the
PriceAppreciation column into your favorite Portfolio view.

ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns

Is there a way to view the unrealized gains or losses per investment by
each lot? I understand that Gainskeeper will provide this, but is
there a way to create such a report or view this detail within Money?

Thanks.

Jeff