In microsoft.public.money, Paulo Ferreira wrote:

- quote -

Please look thru thread with subject " annualized return incorrect
for transferred stocks" starting May 10.

I assume you are looking at the portfolio performance view grouped by
account. You might try grouping by position or some other criteria. Another
thing you could do is create a performance report that does not group by
account, customize it to suit your needs, and save it as a favorite report.
Let me know if this solves the problem.
"Paulo Ferreira" wrote:

- quote -

Hi,

I am trying to transfer an investment from one account to another
already-existing account, using Money Plus Deluxe

When I do this, the annualized return calculation is totally wrong and way
too high.

A concrete example: I have an investment that had a "TR all" of 26.3% and a
10.5% annualized return just before a transfer. I transfered this to a new
account and after a month the "TR all" now says 30.8 (seems ok), but the "TR
yr" is also 30.8% and the annualized return is 8473.6%!

It seems to be calculating the annualized return using the old return data
but only the time it's been in the new account.

Obviously this is terrible, and totally breaks cost basis calculations, as
well as making it impossible to get correct return data when transfers are
involved. Bad bug, IMO.

How do I fix this? Do I have to "sell" the investment and "re-purchase" a
new one, meaning I lose past history? I am ok with this if it's the only
solution...

Thanks,

-Paulo