Account Summary by Specific End Date
How can I show the holdings in an account for a specific end date, such as the last day of a month?
Comments are currently closed for this discussion. You can start a new one.
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
1 Posted by Tom Freeman on 14 Feb, 2018 11:54 PM
Portfolio report. Edit for the date you want. You can memorize the report and it will list at the top of the reports.
Tom Freeman
Infinite Kind Support
System closed this discussion on 17 May, 2018 12:00 AM.