Need user (and accountant) input on advanced portfolio report

Andrew Sackville-West ajswest at mindspring.com
Wed Nov 14 13:01:25 EST 2007


On Tue, Nov 13, 2007 at 09:19:53PM -0800, David T. wrote:
> I would vote for having fees set out in their own column, but including fees in
> any calculation of "cost basis". As an investor, "cost basis" includes the fees
> I have to pay. Most of the online sites that I have looked at support this
> definition. The best of these is
> http://www.streetauthority.com/terms/c/cost-basis.asp while
> http://www.investopedia.com/terms/c/costbasis.asp notably does NOT mention
> fees... 
> 
> Perhaps a report option could be a checkbox to include fees in cost basis
> calcs, with a default on.

I think this is probably the best way to go. An option to include (or
not) fees in the cost basis and an extra column with fees listed. It
at least gets me started on the rest of the report.

thanks for the links, BTW

A
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