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Re: How to Record Share Exchange with acash payment for fractional shares (National Bank acquires CWB)
If you do not track costs properly, you do get accurate reports on returns. I track returns both by account and by whole portfolio (i.e. Investment, RRSP, TFSA etc.) and compare investment decisions …1 -
Re: How to Record Share Exchange with acash payment for fractional shares (National Bank acquires CWB)
Thanks for your thoughts and insights. While I agree tools like Morningstar are great for analysis of one stock, I also like to generate reports for the whole portfolio on a monthly basis and review …1
