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hickeng / financial

Repository containing financial spreadsheets
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Clarify "Factional share value" dropdown in Summary sheet #144

Closed shashankram closed 7 months ago

shashankram commented 8 months ago

The Factional share value provides 3 options:

I can't find the guidance regarding this dropdown. In my case, I retrieved the fractional share from the 1099-B. Does that mean I should select custom here?

Thanks

hickeng commented 7 months ago

I've added a note into the sheet for the cell.

You should use "eTrade" - everyone should use eTrade.

The other options are there to explore the impact of eTrade's delay in selling the fractional share, but "eTrade" is the value at which it was actualy sold.