"Amount Invested" Column

Apr 14, 2005 0 Replies

Do I have an error or bug in my Portfolio view? A couple years ago I sold all of my shares in a particular equity. This year, I bought into it again. In the Portfolio view, it shows (in the Amount Invested column) everything I have ever invested in that equity, as opposed to what I'd like it to show, my current investment. It then bases my Amount Return on that (so it shows a massive loss) and that in turn affects my entire portfolio.



I do not have Show Closed Lots checked under Options.



So. How can I change the value under Amount Invested in the Portfolio View to reflect only the currently invested amount?



Thanks!



David V.



Note: I rephrased this question, with some additional info, in hopes of getting additional hits. Thanks!


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