List of Transactions for all Investments in Portfolio

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Mark,

At certain times in the financial year it would be beneficial to display transactions per month for all the investments in a portfolio.

For example, such a report for December 2003 might show purchases for 2 different stocks, sales of one stock, and dividends for 8 stocks.

Is it possible to have ONE report show this with FM ? Or does the separate file per investment structure of FM prevent this capability?

Thanks for your fantastic level of support over many years.

Regards,

Don

Replies:

• Re: List of Transactions for all Investments in Portfolio Mark 11:12:34 01/10/04 (8)
  • Re: List of Transactions for all Investments in Portfolio Don 17:58:23 01/10/04 (7)
    • Re: List of Transactions for all Investments in Portfolio Mark 01:34:53 01/11/04 (3)