Sorting Portfolio View by % Change

debfisher's Avatar

debfisher

05 Jul, 2017 06:34 PM

Hello--

     I'm a brand new user, switching from Quicken with 40 years of investment records. For the most part, this has been easier than I expected, thanks.
     I've noticed that of the four views I have for each investment account, three can be sorted by most columns, but the Portfolio View cannot. I make regular contributions of appreciated stock into a charitable fund. Being able to sort this view by % Change lets me see which shares have the greatest capital gain. And being able to sort by Current Value would let me see which companies have exceeded their share of my portfolio. Is there another way to sort a list of holdings by % Change? Ideally, that would be by lot. Or by Current Value?
 
     I thought the investment report might do this for me, but I am having trouble running an investment report. I keep getting an error message, "Cannot run reports! See Log in C:\Users\Deb\Desktop [(my output folder)] for details." There is no log file on my desktop.

Thanks for your attention,
--Deb Fisher

  1. System closed this discussion on 04 Oct, 2017 06:40 PM.

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