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

Question
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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
- Edited by Cal LearnerModerator Friday, October 15, 2010 5:58 PM Title expanded
Wednesday, October 13, 2010 9:30 PM
Answers
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Thanks for the tip, Cal. I have never been satisfied with %gain but wanted the metric; Total Return All works for my purposes.
- Marked as answer by Cal LearnerModerator Tuesday, October 26, 2010 7:28 PM
Tuesday, October 26, 2010 4:59 PM
All replies
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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 PMModerator
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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/ remainingBasistest 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 PMModerator -
Thanks for the tip, Cal. I have never been satisfied with %gain but wanted the metric; Total Return All works for my purposes.
- Marked as answer by Cal LearnerModerator Tuesday, October 26, 2010 7:28 PM
Tuesday, October 26, 2010 4:59 PM