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Technology Stocks : Intuit -- What's Its Future?
INTU 675.86+2.1%Dec 11 3:59 PM EST

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To: TLindt who wrote (511)8/11/1997 4:49:00 PM
From: jas cooper   of 1546
 
I'm talking about a function that give performance and unrealized gains for a security broken down into each purchase.

For example, if I bought Intuit at various prices some higher and some lower the current, I would like to run a report that tells me how much I would make or loose selling each lot (kinda like a detailed "Portfolio Value" report). Quicken will only show me performance for the security as a whole.

Also it would be nice to go back at the end of the year and be able to review sales, and possibly change lots for best tax advantage.

Although II and Quicken are both good products, they are not well integrated. II should be an addon to Quicken that gives all functions from within Quicken.

II also does not deal with short sales, and it sucks if you give it a ticker symbol it doesn't like when importing from Quicken. And you can't add to a Quicken portfolio in II to correct such a situation.
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