Re: Asset Allocation Report

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Posted by Mark on May 23, 2006 at 18:49:01:

In Reply to: Asset Allocation Report posted by John Lea on May 23, 2006 at 15:39:17:

: I have tun an Asset Alocation Report and it looks as if I can "drill down" on the results (cursor turns into aa magnifying glass) but when I click on the item, nothing happens. I am trying to see what is in the total to assist in a rebalancing effort. Is there drill down functionality?

Hi John,

Unfortunately, you can't drill down in this report as of today. This is something we'd like to add support for though. You can however use a Custom report with the "asset type" field. You can sort the report by asset type, so all your investments with the same asset type will be grouped together. You can also do subsequent sorts, so if you want to sort by value first, and then asset type, all the investments with the same asset type would be together, and sorted by value within that particular asset type.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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