Investment "At Risk" Report

Bill Morin's Avatar

Bill Morin

12 May, 2009 05:07 AM

Please consider adding an "at Risk" investment report. The capital gains report is fine for taxes, but I'd like to see my return on investment for the money I've invested. The capital gains report treats dividends as part of your cost of investment - good for tax reporting, but doesn't provide a true return on investment, since it doesn't differentiate from money you spent on the investment from the money the funds paid in dividends in the total return.

  1. 1 Posted by Brian Adler on 12 May, 2009 10:41 PM

    Brian Adler's Avatar

    Bill, I agree that this would be useful. I can't promise that it will be incorporated into MD 2009 (since it's late in it's development), but we will consider it for future releases.

  2. Angie Rauscher closed this discussion on 20 Apr, 2010 02:12 AM.

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