advanced portfolio and liquidated stock accounts
Philippe A.
futhark77 at gmail.com
Thu Mar 8 22:09:49 EST 2007
2006/11/17, Philippe A. <futhark77 at gmail.com>:
>
> I was hoping to use the advanced portfolio report to keep a detailed
> history of past and current investments. I am quite happy with the tracking
> of current investments, but not with that of past investments. When talking
> about "past investments", I refer more specifically to liquidated accounts.
> The only column displaying accurate information for those is their Value: 0.
> All other columns report information that's of no use because amounts are
> skewed quite radically: money in, return, etc. I was expecting the report to
> display all the numbers at the time of the liquidation. Isn't that a
> reasonable expectation?
The Options dialog of the Advanced Portfolio report contains an option that
shows number making sense to me. This option is named "Include Gains and
Losses". I don't know why it is not activated by default, nor what is the
purpose of that option, but I do know I'm much happier when it's on :-)
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