Sorted performance Report

[4MoreProfits]

Mark,
Is there any way to run a report on a portfolio for say the last three months or last year that calculates the stocks performance and sorts then top to bottom or bottom to top.

Thanks,
Jim

[Mark]

Hi Jim,

Yes. One way is to run a Portfolio Performance report for the period you want, and sort by Yield. From within the report window, see the top level "Sort" menu. You can sort by any field in the report.