No. of Recommendations: 0

<<<Okay, I'm buying $500 worth of stocks every month but the buying price changes each time... my question: in adding my new purchase each month, do I have to show on my portfolio that a bough a certain amt of shares at a certain price? I'm assuming yes, but all those enteries will create a long column, right? Is there another way entering new purchases? It just dawned on me that my portfolio is not calculating my IRR or annuaized rate correctly. Any suggestions? >>>

Enter your purchase each month. When you are viewing your portfolio, "By Ticker" (default) will consolidate your entries by ticker. "By Trade Lot" will show your individual transations. You can switch between the two by selecting the option next to "display mode" at the bottom of the portfolio screen.

Can you please let me know how your annualized rate is incorrect?

TMF Dawn
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.