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Posted by P.Schuman on February 27, 2007, 12:24 am
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>* P.Schuman wrote:
>>>>> P.Schuman wrote:
>>>>>>>>>>>>>>>>>>> SNIP>>>>>>>>>>>>>
>>>> when I pull up the Investment Perf report,
>>>> and sub-total by security,
>>>> I can see the MMF return... 4.xx%
>>>>
>>>> But - on the Portfolio view, with the Holdings & Summary tab -
>>>> with the "Value" pulldown,
>>>> the Shares = Mkt Value = Cost Basis
>>>>
>>>> and in the "Recent Performance" pulldown,
>>>> the Mkt Value is whatever... and the rest of the columns are all zero -
>>>>
>>> Performance is by lot. If security has a plus sign in front, click on
>>> that
>>> and then you ought to see a lot of data.
>>>
>>>
>> I think it's more related to semantics...
>> Since the price is fixed at $1.00 - there is no "gain" in market value -
>> And since the Divs are re-invested to buy shares,
>> there must be a "word" I'm looking for that would show the "increase".
>> I tried the "+" to see the individual lots, but they still show all
>> zeroes
>> in the Recent Performance and Historic Performance columns.
>> The only place I've seen any "return" is on the Performance Report.
>>
>>
> I believe you guys are talking past one another due to the terminology
> "Portfolio View" John Pollard is pointing out that what you want is
> available on the Portfolio View within the Investing Center (Not the
> Summary tab of an individual account). There you can include ROI,
> reinvested income, income and other measures which I believe will give you
> what you are looking for in a money market security. (BTW if you click
> on the header in the portfolio view of the individual account register you
> will also see that that measure is a tax view, i.e. gain as a percentage
> of cost basis)
>
tnx - I did notice that the Portfolio View does have the entire list of
variables
that can be displayed....
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