Asset (and Sector) Allocation Report Filtering Capability?

[B2B_Investing]

Hi Mark,

Is it possible to readily add filtering capability to the Asset Allocation Report and Sector Allocation Report? I specifically want to filter by investment goal.

The use-case is straightforward. I have investments with different investment goals in the same account. (Sometimes the same investment is split among multiple goals -- a very handy feature by the way!) Since neither report lets me filter, the results are muddied since all investments are included.

I can get the performance and value reports (albiet some are custom) to work since they permit filtering. I would really appreciate this tweak since it would go a long way in managing risk, especially today.

Thanks!

Jason

[Mark]

Hi Jason,

As you've seen, this isn't a feature currently available. You can't filter these reports by another category. Thanks for the feedback/feature request.