Properties memo question

[PWatson]

Hello,

Is there a way to see a report showing the memo section in the portfolio properties, in a similar manner as seeing investment notes?

Thanks,

[Mark]

Hi PWatson,

There is no report that shows the sub-portfolio memo in the report body, but you can include it in the header section when using the Advisor version. See "Options / Report Headers..." and add the field:

[[SUBPORT_MEMO]]

to either the Title or Sub-Title.

You can also view the sub-portfolio memo in the Portfolio Editor window, if you add the "Description" field to the list view. See "View / List Columns...".