nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Corporate Spin-off affecting Investment Performance Report

unknown

I just entered a corporate spin-off which seemed o go perfectly OK. However, when looking at the report of Investemement performance my annualualized performance dropped from a positive number to a negative number. Nothing else changed and I know that my investments are up this this. I am using Quicken 17 Windows Version R17-4

Find more posts tagged with

Comments

Jim_Harman

Make sure both the old and new companies are included in the security selection for the report, or you choose a time interval that does not include the spin-off.

Note that the IRR calculations in the Investment Performance Report will be confusing if the analysis period is less than one year.

Also if the spin-off included cash, make sure No Security(includes Cash) is included in the Security selection.