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Old 01-09-2008, 05:16 AM
Barry Schwarz
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Default Re: information specific to one investment

On Wed, 02 Jan 2008 20:34:09 -0500, namsilat <talismana[at]hotmail.comwrote:

- quote -

> I am trying to figure out how to obtain information specific to one
> single investment. For example, how do I produce a report to see how
> much dividend total has been paid for a particular stock over the
> years, without having going into the transaction history and crunch
> all the numbers into the calculator myself?


In my version, it is Reports-> Personal-> Investments-> Investment
Transactions-> Customize


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  #1  
Old 01-04-2008, 09:44 PM
Wally
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Default RE: information specific to one investment

I believe that, on a dividend paying stock, the "Income" column in the
performance reports is the total value of the dividends paid in the specified
time period.

"namsilat" wrote:

- quote -

> I am trying to figure out how to obtain information specific to one
> single investment. For example, how do I produce a report to see how
> much dividend total has been paid for a particular stock over the
> years, without having going into the transaction history and crunch
> all the numbers into the calculator myself?

 
Old 01-03-2008, 12:59 AM
Cal Learner-- MVP
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Default Re: information specific to one investment

In microsoft.public.money, namsilat wrote:

- quote -

> I am trying to figure out how to obtain information specific to one
> single investment. For example, how do I produce a report to see how
> much dividend total has been paid for a particular stock over the
> years, without having going into the transaction history and crunch
> all the numbers into the calculator myself?


You could go to the Investment Transactions report and click
Customize. Select the Activity tab to only include Dividends. Then
either set the Investment tab to select the one investment, or
select the Rows&Columns tab to GroupBy:Investments.

Money is not going to add them up for you tho. Click OK and then
right-click into the report. Copy and then Paste into a spreadsheet
and do your adding there.

The Portfolio has Total Return columns you can configure in that
give you good info, but totaling the dividends is not a choice.
  #-1  
Old 01-03-2008, 12:34 AM
namsilat
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Default information specific to one investment

I am trying to figure out how to obtain information specific to one
single investment. For example, how do I produce a report to see how
much dividend total has been paid for a particular stock over the
years, without having going into the transaction history and crunch
all the numbers into the calculator myself?

 

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information, investment, specific
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