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Simplified value report

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby Robert A » Wed Jan 01, 2020 4:08 pm

Hi Mark,
Happy New Year.

How can I create a Portfolio Value report that just shows overall percentage of each holding w/o share count or value. Just one column of percentages.

Thank you
Robert A
 
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Joined: Mon Aug 25, 2008 1:26 pm
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Postby Mark » Wed Jan 01, 2020 4:56 pm

Hi Robert A,

Happy New Year.

You can just create a "Custom" report with the field "Percentage of portfolio (ending)".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ
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Postby Robert A » Wed Jan 01, 2020 5:03 pm

That was easy, thank you.
Robert A
 
Posts: 33
Joined: Mon Aug 25, 2008 1:26 pm
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