Is it possible to see a portfolio view for a past time?

davlang's Avatar


02 Nov, 2017 01:48 AM

Converting form many years of Quicken. The investment transaction were quite messed up. It would be helpful if I could run a report that would show # shares of each security at a past time.

  1. 1 Posted by -Kevin N. on 02 Nov, 2017 01:57 AM

    -Kevin N.'s Avatar

    Hi davlang,

    If I remember correctly, the Portfolio Report can be set to an 'As of' date.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by davlang on 02 Nov, 2017 03:15 PM

    davlang's Avatar

    Yes. That sees to be the case.

    Thanks from a Moneydance newby.

  3. System closed this discussion on 01 Feb, 2018 03:20 PM.

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