Filtering - OR & AND conditions

[jstolzen]

Hey, Mark..

Is there a way (maybe in the Pro vs. Personal edition?) to filter on multiple conditions, such as CustomField1 = X OR CustomField1 = Y? Ditto, AND..CustomField1 = X AND CustomField2 = Y?

If not, any plans to add something like this?

I use the Custom Fields to organize investments into "Porfolios" (e.g. Taxable, Tax Deferred), SubPortfolios (IRA, 401K, ..) and Type (eg: Mutual Fund, ETF, Stock, Annuity, etc), and while I know that I can do a custom report, export to Excel and then filter/group, I'm trying to create something that my wife can run easily vs doing all sorts of Excel manipulation manually.

Thanks..

[Mark]

Hi jstolzen,

You can't "filter" on the custom investment properties, but you can write equations for user-defined fields using them and then display the results in a Custom report. This feature does require the Pro or Advisor version. For example, you could write an equation that makes a calculation off a Custom Investment Property named "CIP_number" like this:

IF(CIP_number > 0 , End_value, IF(CIP_number < 0, Avg_val, 0))

Being able to filter a report by these custom properties would be interesting.