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| thanks for the tips. Customizing the current view was good. I removed the 'gain' and used 'appreciation' which seems more appropriate for my wants & needs. "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:uopp33d740rfsbjo3v640hvpmvrctj2231[at]4ax.com... - quote - > In microsoft.public.money, theorbo wrote: > > Hi. M06: Investing, Investing Accounts, "Gain Since Opening Date" > > > Could someone explain to me what this means? For one investment the > > 'current > > value' is 385.34 and the 'value on 4/5/07' is 381.14 and 'gain since > > opening > > date' is 594.15. The $594.15 seems to not mean anything relevant to me > > because it's either wrong or I don't know what it mean. Where is this > > number > > coming from? > > > This is an investment that I reinvest the quarterly dividend but other > > than > > that, there have been no transactions in the account. > OK. I had missed noticing that having the gain higher than the > current value was illogical given that scenario. You might try > File-> RepairMoneyFile-> QuickFileRepair. Otherwise it would appear to > be a bug. > Use the Portfolio view, as discussed in the other posts. |
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| In microsoft.public.money, theorbo wrote: - quote - > Hi. M06: Investing, Investing Accounts, "Gain Since Opening Date"
OK. I had missed noticing that having the gain higher than the> Could someone explain to me what this means? For one investment the 'current > value' is 385.34 and the 'value on 4/5/07' is 381.14 and 'gain since opening > date' is 594.15. The $594.15 seems to not mean anything relevant to me > because it's either wrong or I don't know what it mean. Where is this number > coming from? > This is an investment that I reinvest the quarterly dividend but other than > that, there have been no transactions in the account. current value was illogical given that scenario. You might try File-> RepairMoneyFile-> QuickFileRepair. Otherwise it would appear to be a bug. Use the Portfolio view, as discussed in the other posts. |
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| In microsoft.public.money, theorbo wrote: - quote - > Hi. M06: Investing, Investing Accounts, "Gain Since Opening Date" > Could someone explain to me what this means? For one investment the 'current > value' is 385.34 and the 'value on 4/5/07' is 381.14 and 'gain since opening > date' is 594.15. The $594.15 seems to not mean anything relevant to me > because it's either wrong or I don't know what it mean. Where is this number > coming from? > This is an investment that I reinvest the quarterly dividend but other than > that, there have been no transactions in the account. If you add together 385.34 plus all of the dividends and subtract what you paid for the original holding, what do you get? I suspect you would find the Portfolio views more useful. If you click Shortcuts at the top, you can add a Portfolio icon to make getting there easier. ChangePortfolioView-> CustomizeCurrentView-> PortfolioColumns will let you choose from dozens of useful columns. I can only think of one that is not even potentially useful. Since "don't think of elephants" doesn't work, "don't use the '%Gain' column" may not either. But I suggest you don't use the '%Gain' column. Gain is good, as is PriceAppreciation, which ignores dividends. Select each of the seven TotalReturn items, and click Add. Also select TotalAnnualizedReturn. These will give a much better view of how each of your investments have been performing. You can reorder them by selecting one in the DisplayedColumns and choosing MoveUp or MoveDown. Dividend yield, Beta, Fwd PE, and many more are very useful. Memo shows the Comment field from the investment details. You can SaveAs when you customize a view to have a view named the way you want, and those settings will not be changed due to resetting or changing the original view. |
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| Hi. M06: Investing, Investing Accounts, "Gain Since Opening Date" Could someone explain to me what this means? For one investment the 'current value' is 385.34 and the 'value on 4/5/07' is 381.14 and 'gain since opening date' is 594.15. The $594.15 seems to not mean anything relevant to me because it's either wrong or I don't know what it mean. Where is this number coming from? This is an investment that I reinvest the quarterly dividend but other than that, there have been no transactions in the account. ??? |
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