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How are Money investment values calculated RRS feed

  • Question

  • Glyn Simpson's site in the UK http://moneymvps.org/faq/article/45.aspx mentions three Microsoft KB’s – 129967, 131664 and 181754 on how Money calculates gain, cost basis and investment performance but these no longer seem to be available on Microsoft. Does anyone have copies of these please.

    Many thanks, Paul  using MSM2005 UK & patch, Win 10.1703

    Thursday, June 29, 2017 10:11 AM

Answers

  • I recommend 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.

    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.

    • Marked as answer by Paul862 Thursday, October 24, 2019 8:50 AM
    Saturday, July 1, 2017 10:32 PM
    Moderator