Maybe the last advanced portfolio update for now

[Derek Atkins]

Mike Alexander <mta at umich.edu> writes:

> --On February 20, 2014 10:59:57 AM -0500 Derek Atkins
> <warlord at MIT.EDU> wrote:
>
>> 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 ;)
>>
>
> Handle how?  If you use funds from an income account to purchase
> shares it will be added to the basis but not counted as money in.
> This is because this is considered to be reinvested income and not new
> money in to the account.  I think this is what most people want.

Okay, that is how I think I expected it to be handled. (Basically it is
re-invested interest and/or dividend income).  For some reason I thought
it didn't handle it.   I honestly haven't looked.

>           Mike

-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
       warlord at MIT.EDU                        PGP key available