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How to view or add stocks that are purchased at different prices in MSN Money

Article ID: 164450

Article Last Modified on 1/19/2007

APPLIES TO

This article was previously published under Q164450

SUMMARY

Portfolio Manager in MSN Money Investing lets you enter separate transactions for each purchase, and uses FIFO (First In First Out) when it calculates the gain or the loss from any Sales of Stocks or Options (Average Cost is used for Mutual Funds). You can record each purchase in a different account to track your Lots independently.

Note Microsoft Money 2004 and later versions let you choose the FIFO or Lots method for capital gains calculations.

To download the latest trial version of Microsoft Money, visit the following Microsoft Web site:

http://www.microsoft.com/money/freetrial_info.mspx

MORE INFORMATION

To view the list of transactions, click next to the investment name to expand the investment. You can edit existing transactions or add new ones here.

To add transaction information for an investment that is not already in your portfolio, follow these steps:
  1. Start Portfolio Manager.
  2. In the Common tasks section, click Work with investments, and then click Add an investment.
  3. Follow the instructions that appear on the screen.
To add a transaction for an investment that is already in your portfolio, start Portfolio Manager, click the investement name, click New, and then enter the information.

Additional query words: MoneyCentral investor inv7

Keywords: kbhowto kbinfo kbmoneyinvest kbfaq KB164450


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