Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Asset Type in Report

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by D. Kowallek on January 27, 2004 at 07:19:08:

Is there a report that will group my investments by Asset Type?

For example...

LARGE CAP GROWTH ABCDE $1000.00
FGHIJ $2000.00
--------
TOTAL LARGE CAP GROWTH $3000.00

MID CAP GROWTH EDCBA $4000.00
JIHGF $5000.00
--------
TOTAL MID CAP GROWTH $9000.00

TOTAL ALL INVESTMENTS $12000.00


Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy