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Totaling a custom defined number field
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• Page 1 of 1
Hi koudser,
The user-defined custom report fields are calculated for each line, so if you use some fields not available for a portfolio (such as a share price based field), it won't be reported for the portfolio. Portfolio lines aren't just a sum of all the investment lines, the calculation is done for the portfolio.
2 posts
• Page 1 of 1
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