Re: excluding assets from performance reports

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Posted by Mark on November 16, 2006 at 10:49:22:

In Reply to: excluding assets from performance reports posted by Chris on November 16, 2006 at 10:43:57:

: Can assets be excluded for performance reports? Portfolio is categorized by asset type in sub-portfolios and I don't want to include cash in the master portfolio performance report. Thank you.

Hi Chris,

You can "hide" individual investments (or even complete sub-portfolios). Hidden investments will not show up as a line item in your report, but their value will still be included in the overall sub-portfolio totals. To hide an investment go to "Investment Properties... / Other" and turn on the "Hidden" attribute. You can then use "View / Hidden Investments/Portfolios" to toggle on/off the display of any hidden items.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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