Portfolio

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Jerry

06 Feb, 2018 05:52 PM

Require the ability to setup a portfolio with a number of investment accounts. Want to adjust the accounts at month end with one entry to reflect the new account balance. Then want to be able to generate some reports reflecting account gain/loss, account % change account annualized return on investment. Would also like reports that summarize all accounts with the same information. Does MoneyDance have the capability?

  1. System closed this discussion on 08 May, 2018 06:00 PM.

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