Re: Portfolio Value Report & Graphs

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In Reply to: Portfolio Value Report & Graphs posted by marc on May 27, 2005 at 16:17:11:

: I am using the evaluation version.

: The Portfolio Value report does not add up. Also I can't figure how it is sorting it seems random. When I sort by name or by symbol it doesn't make a difference.

: Also, is there a way of changing the date range on the graphs?

: Thanks,

: Marc.

Hi Marc,

Could you maybe need to scroll the Portfolio Value report to see additional line items? The other possible cause is you have some investments hidden that don't have a $0 value on the report date. You can turn on "View / Hidden Investments".

Which menu command are you using to sort? If you select a sorting method from the top level "Sort" menu in a report window, that will sort your report by that column, no matter how you are listing your report. One common problem is to sort the "investment stack" under the "Investments" menu, and if you aren't sorting the report by the investment stack it doesn't reflect in the report.

To change the graph dates, see "View / Dates...".

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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