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MS Money Deluxe or MS Money Plus (Portfolio %Gain Column) RRS feed

  • Question

  • Hi:

    When a stock or fund is completely sold (0 stocks remain) the gain value is incorrectly calculated showing a value that does not make sense. Non active stocks like PIXR also shows incorrect gain value. Active Stocks most the gain value is correctly calculated.

    Thank you.

    Bernard Fontaine 

    Wednesday, October 13, 2010 9:30 PM

Answers

  • Thanks for the tip, Cal. I have never been satisfied with %gain but wanted the metric; Total Return All works for my purposes.
    Tuesday, October 26, 2010 4:59 PM

All replies

  • Be more specific. Are you talking about the "home page", some, report, or under a column in the Portfolio? What is the name of the column?
    Thursday, October 14, 2010 10:59 PM
    Moderator
  • Hi 

    It is in portfolio, the gain value very often is incorrect. For example, PIXR  bought 200 for $ 4000 and had dividends for $ 120 and taxes for $ 18, then the 200 shares are sold for $ 12000, the gain value showed is $ 169. About 50% of the gain values are incorrect!

    I am using Money Plus Deluxe 2007. Before I was using MSN Money but the product was discontinued and converted to Money Plus!

    Thank you.

    Friday, October 15, 2010 5:33 PM
  • I think you are refering to the %gain column.

    I recomend that you configure to not use the "%gain" column.  There
    are so many useful columns available in the Portfolio, and for me
    "%Gain" is not one.  http://support.microsoft.com/kb/176334/en-us
    seems to have a reasonable description, but the "basis" part can be
    weird if there have been sales.

    The main difference  between % Gain and Total Return All (TR all)
    appears to differ if sales have been made.
    Both appear to take dividends into account. If showing sold securities,
    %gain can go negative ... buy at 100, sell at 1, big negative.

    So total return ~? value/(spent-returned)  ??
    % gain ~?  gain/ remainingBasis

    test buy 100 at $10.00
    Sell 99 at $10.10
    %gain says 100%  TR All says 1%


    So, to reitterate, get rid of %gain and use the TR columns. There
    are many useful columns and one real dud.

    Friday, October 15, 2010 5:48 PM
    Moderator
  • Thanks for the tip, Cal. I have never been satisfied with %gain but wanted the metric; Total Return All works for my purposes.
    Tuesday, October 26, 2010 4:59 PM