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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: rkral who wrote (48270)4/15/2002 8:58:09 AM
From: David Colvin  Read Replies (1) | Respond to of 64865
 
A purchase made 90-91 days ago is now up 5%. Will Quicken tell me the the annualized gain is 20% (simple) or 21.6% (compounded)? Don't really care if it compounds .. even though I don't think it should.

Yes. Quicken does, indeed, have a built-in Investment Performance Report that will tell you the total return on each security you hold. When I say total return, Quicken takes into account all security purchases/sales, dividends paid and and security price appreciation/depreciation in the total return calculation.

Investment Performance Report Date Settings -

The default report date setting is January 1 of the current year through the current date. That setting will "annualize" or make a projection of your total return for the entire calendar year.

Changing the report's date setting to January 1 through December 31 of the current year will change to the total return calculation to the actual return to date.

Actually, you can change the report's beginning and end dates to anything you desire. However, I feel that you must really understand what you are doing if you are going to "fool around" with anything other than calendar year chunks of time.

Dave