Report of Portfolio Value

[henrikk]

So, I can graph the portfolio value over time. Is there way to print this information... say portfolio values for every month/week/day/time period over a couple of years? I realized I can print 6 columns/groups of data (time periods), but that is not really what I am asking for. I am using FM 2016.

[Mark]

Hi henrikk,

Yes, you can do either of these:

1) Set up the graph/date range you want, and then use "File / Export / Other / Graph Data Points...".

2) Use "File / Export / Other / Portfolio Value...".