I have diferent sub-portofolios in diferent currencies , I would like to visualise the master portofolio in a single report o and on a single default currency, how can I do this?
Thanks
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Multicurrency
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Hi rsabbah,
Create your report at the sub-portfolio level above all your lower level sub-portfolios, and it will include everything. For example:
Report at "Master Portfolio", and it will contain everything from the 3 accounts beneath it. To view everything in a single, default currency, turn on "View / Exchange Rate Adjusted". You need to make sure and set up your currency conversion options under "Options / Currency Settings...". You might want to watch the multi-currency tutorial: http://www.fundmanagersoftware.com/tuto ... video.html
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