Re: List of Transactions for all Investments in Portfolio

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In Reply to: List of Transactions for all Investments in Portfolio posted by Don on January 09, 2004 at 23:48:30:

: 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

Hi Don,

You can do this with the "Investment Transactions" report. When creating
this report, select the "" option at the bottom of the list
in the "Investment" combo box. Then, just set your date range to the
time period you'd like to see the transactions for.

Thanks for the nice comment on the support, it is good to hear.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

Replies:

• 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)