Investment Performance report

kerri.maharaj's Avatar

kerri.maharaj

May 23, 2015 @ 08:55 PM

This comment was split from the discussion: Fixed exchange rate

Ok Thanks.

Could you help me with something else? I have a few shares, which I
entered into MD. I then looked at the attached Investment Performance
report and I can't figure out what I did wrong.

I treated all shares as if bought on 12/31/2014
The column headed 01/01/2015 shows the number of shares I own, not the
"opening" value So the "Return Amount" column is obviously skewed because it looks like I
made a very large gain on all shares

I also attach s/shots for the portfolio and register views.

Thanks a lot

Kerri

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  1. System closed this discussion on Mar 19, 2016 @ 04:56 AM.

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