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Effect of Adding Shares on IRR
When moving shares between accounts using the Add Shares function, this hyper inflates the IRR calculations for the Year 1 IRR and Year 1 ROI numbers. I can select both the former and current accounts in which these shares are located to see an overall history for the security, and the ROI looks right in Portfolio view. But in Performance view the first years IRR and ROI% numbers are over 100%. I think this is because I added the shares with a cost value and somehow the system is recording this as a payment. Is there a way around this? I thought of recording it as a sell/buy transaction but then that would mess up the account values because I'd also have to transfer the moneys associated with these transactions between accounts. Any ideas?
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