Hello,
I created a custom report showing the dividen of all investments in the year. Looks ok, but there is no total available, The row wion Master portfolio level shows a N/A.
Any easy way to dreate such a total value?
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How to create a Total Sum for dividend on Master Portfolio l
3 posts
• Page 1 of 1
Hello,
I created a custom report showing the dividen of all investments in the year. Looks ok, but there is no total available, The row wion Master portfolio level shows a N/A. Any easy way to dreate such a total value?
Hi Klaus,
My guess is you have investments in multiple different currencies, so they aren't summed for a total. You can confirm by looking at "Help / Logs / Report Calculation...". If this is the reason, you can turn on "View / Exchange Rate Adjusted" so all investment values will be displayed in your default currency, and a sum can be displayed. For more on this, see this faq: https://www.fundmanagersoftware.com/faq ... encies.php
3 posts
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