Maybe the last advanced portfolio update for now

[Derek Atkins]

Mike Alexander <mta at umich.edu> writes:

> I checked in yet another change to the advanced portfolio report
> tonight.  The major change in this version is that it tries to keep
> track of residuals from reinvested income and not count them as "money
> in".  If you have an asset account which is used to hold residual
> income from DRP transactions and funds from that account are later
> added to another DRP transaction, they won't be counted as money
> in. Actually you can have several such accounts as long as all of them
> are asset accounts and the all siblings or parents of one another.
>
> I'd like to move on to other things, but if anyone finds a serious
> problem, I'll try to fix it.

Quick question:  Does it handle direct transactions from Income, yet, or
must transactions still come through a brokerage?  IMHO it would be nice
to handle Income directly ;)

>            Mike

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-derek

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
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