totals on investment portfolio
initial holdings do not add into into portfolio total
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1 Posted by Tom Freeman on 18 Oct, 2015 10:13 PM
Can you please be more specific. Are you saying that you set up initial holding for you securities and that they are not showing up in the portfolio?
Can you attach a screen shot of the initial holding set up transactions and a screen shot of your portfolios view.
Tom Freeman
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 04:58 AM.