PortTrak 2.0 - Dealing with Data, Moving Cash

The Move Cash Button affects the amount of money that PortTrak uses to calculate your entire portfolio return. Whenever you add any of your money to the portfolio, or pull money out of the portfolio, you use the Move Cash Button. This will affect not only the amount of cash in the portfolio, but also the average Value Per Share of the portfolio.

For example, let us suppose your original investment was $25,000. If this generates $350 in dividends, this is not "Moved" into the portfolio, since it is return off of the original $25,000. Likewise, an interest payment of $120 would not be "Moved" out, since you still have made an original $25,000 investment. If, however, you sent off a check to your broker for $1,000, this amount would be "Moved" in, since it affects the amount of cash you have used to generate the returns you have. Likewise, if you pulled some cash out of the portfolio, this would also involve "Moving" Cash.

Back to Dealing With Data

<% end if end function %>   home  | news  | specials  | strategies  | personal finance  | school  | help  

<% if request.querystring("source") = "yhoolnk" then referer = Request.ServerVariables("HTTP_REFERER") if referer = "" then referer = "http://finance.yahoo.com/" response.write " << Back to Yahoo! " end if %> <% function YahooWelcome if gsCookieUsername = "" and request.querystring("source") = "yhoolnk" then %>

Welcome, Fool!

Be a Fool and get free, unlimited access to our site. What we offer:  • Take a tour  • Daily News  • Talk Stocks

© Copyright 1995-2000, The Motley Fool. All rights reserved. This material is for personal use only. Republication and redissemination, including posting to news groups, is expressly prohibited without the prior written consent of The Motley Fool. The Motley Fool is a registered trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us