Advanced report rate of return

Stefano M Canta cantastefano at gmail.com
Mon May 13 14:56:01 EDT 2013


Hello,

What about this bug in the advanced report?
Suppose I invest 3000 USD in stock A and get 100$ in gain.
I then transfer an equivalent amount of shares of A for 3000 USD to stock
B, under the same brokerage.

Now the money in column shows 6000$ and the rate of return is 100/6000 =
1.6%. Instead, the money in column should only show 3000$, because that is
the money that was invested in the brokerage, with a return of 100/3000 =
3.3%.

Is that correct?


-----

Stefano Mihai Canta, Ph.D.
Electrical Engineering Specialist
Antenna Subsystem Operations

Space Systems/Loral
3825 Fabian Way M/S G-43
Palo Alto, CA 94303-4604
Tel  1-650-852-5808
Fax 1-650-308-1808


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