Feature request - view all portfolio entries in same list

[andytc]

I manage a few portfolios, each with folders in a tree structure. On occasion I would like to have a single list of all the portfolio entries together.

I currently use StockMarketEye for this feature although I prefer Fund manager for day to day use.

I would be happy if someone tells me I can do it with Fund manager !

[Mark]

Hi andytc,

Yes, you can do this in a Report window (not the Portfolio Editor window). For example, select "Reports / Portfolio Value..." and use these settings:

Sub-Portfolio: <your top level, that includes everything you want>
Sub-total: None
List By: Investment

This will give you a listing of all investments down through the sub-portfolio hierarchy. You can do this with any Report type.