Globeinvestor Tips and Tricks: a monthly newsletter

June Issue

Welcome to the latest edition of Globeinvestor Tips & Tricks. You can retrieve back copies through our Tips & Tricks archive.

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This month:


Globe Portfolio Tip: Average cost

When doing taxes, the average cost is best provided and confirmed by your financial planner. However, if you're using the Globe Portfolio as a reference point, the average cost can be found in the "View/Edit/Delete Transactions" summary.

You can access this menu from the Globe Portfolio's main menu after you login. Under the "Updating your Portfolio" menu, select "View/Edit/Delete Transactions" for Stocks or Funds. From this point, you may filter the listing using the "Select" pull-down list for either the individual funds or stocks.


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