cost basis


J

Jeff

I have been tracking the cost basis for investments for individual accounts
but when using the portfolio view that includes all securities in each
portfolio - the cost basis is not included for some stocks. I am puzzled?
 
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C

Cal Learner-- MVP

I have been tracking the cost basis for investments for individual accounts
but when using the portfolio view that includes all securities in each
portfolio - the cost basis is not included for some stocks. I am puzzled?
You don't state what program you are using.

Look at the investment transactions for those stocks. You will
probably find that you have AddShares and/or RemoveShares
transactions listed. If you can make those into accurate Buy and
Sell transactions, your basis should be calculated.
 

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