Report Filters

[gmow]

Looking to create a report of purchases/purchase price and current share price. I have found the fields in the custom report however it lists all investments. I want only investments with purchases in the custom date window.

[Mark]

Hi gmow,

You can't filter the Custom report to only show investments purchased within a given time frame. You could take a look at the Open Lots report, it might be closer to what you're looking for.