Portfolio Value Report
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Posted by Blaz on October 27, 1999 at 16:46:03:
Is it possible to combine investments on a PVR? I have three different mutual fund portfolios (IRA, SEP and savings) that contain some the same mutual funds (ie. Small Cap Fund). When I run a PVR on any ONE of the portfolios... no problem. The percentage is accurate and relative to that list of investments on the PVR. However, when I run my "master" portfolio that combines each and every investment, investments appear multiple times. The Small Cap fund for example appears 3 times and has 3 percentages relative to all the other items listed. Where did I go wrong?
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