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Re Portfolio totals

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby fundman247 » Wed Nov 19, 2014 11:31 am

Hi Mark,

Somehow I can't see the new topic I published on the msg board.

I have now checked and the portfolio I e-mailed to you only list the external investments made.

Please refer to the new e-mail I sent you with another portfolio that adds up each buy and sell of internal money.

Where can I can the original portfolio to sum up all transactions and not just list the 2000 which was an external contribution.

Regards.
fundman247
Don't stay in bed....unless you can make money in bed - George Burns
However beautiful the strategy, you should occcasionally look at the results - Winston Churchill

Remeber and practise it!!!!!!
fundman247
 
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Postby Mark » Wed Nov 19, 2014 11:44 am

Hi fundman247,

I replied to your email.

You can get total transactions in a variety of places. One of them is in an Investment Transaction report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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