"Amount Invested" column in reports

Oct 30, 2006 1 Replies

Q07D, Investment Center I have a report with a column labeled "Amount Invested". The fly-over describes this as the "Amount invested, including expenses, excluding reinvested income". So that seems to mean the money that I bought stock with and paid brokerage fees etc with.



The important thing to me is this column ignores stock sales. So what can this number be used for? I haven't looked into it carefully, but I suspect the "Cost Basis" is more useful to me.


Stubby, In q06 there's an example of how they use amount invested to create an accounting type ROI (which is apparently why they track it). Try searching "calculations, in the Portfolio" in the index tab of help.

Bob L.

Stubby wrote:

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required