Portfolio position exposure report

[marathon]

How to get for selected portfolio


Total number of long position
total number of short position
top 10 largest position allocation (% of total portfolio)
top 10 holdings (by selected asset class: all, stock, bond, fund, etc)

[Mark]

Hi marathon,

There is no report option to get the number of long/short positions, or your top 10 of any item. You can however, report and see a listing of all your long/short positions, or sort a report by any column to see your top items for any field you want. For example, in the Portfolio Value report, you can use the menu command "Sort / %" to sort by percentage of the portfolio. Use "Sort / Inverse Sort" to toggle between ascending and descending.