or Create a profile

Home → Investments →

Portfolio

Jerry's Avatar

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.

Comments are currently closed for this discussion. You can start a new one.

  • New Issue

  • Conversation Started

  • The discussion is closed

    No more actions from Infinite Kind or the discussion starter are required.

  • Re-open the discussion

Private Permissions

This discussion is private. Only you and Infinite Kind support staff can see and reply to it.

Public Permissions

This discussion is public. Everyone can see and reply to it.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

26 Jan, 2025 02:34 AM Does Money Dance Run on an Offline Computer
26 Jan, 2025 01:53 AM Syncing
26 Jan, 2025 01:40 AM LOST MD FILE (2nd attempt)
26 Jan, 2025 01:34 AM Printing a report for only one category
26 Jan, 2025 01:26 AM Register

Recent Articles

Subscribing to Moneydance+
Purchase Options
Console Window
Toolbox Extension
License Key Recovery