View All Investment on Custom Report

[StarBright2011]

Mark,

Is there a way to list ALL Investments of a portfolio as shown on the Portfolio Editor. I would like to show investments with Open Orders AND Closed Orders.

[Mark]

Hi Ernest,

Yes, create the report and list by Investment. Turn on "View / Hidden Investments" to see everything that is closed as well as open. Instead of turning on all hidden investments, you can also adjust the option "Options / Report Preferences... / General / Do Not Display Investments with Zero Share Balance" to "Never (show all investments)".