A report on the number of shares in investment over time.

Roland Kilgore's Avatar

Roland Kilgore

15 Nov, 2015 01:59 AM

I would like to generate a report which shows the transactions between two dates that shows the sell, buy, shares, and balance. How do I generate such a report? For example I would like to know the number of shares at a specific date.

  1. 1 Posted by Tom Freeman on 16 Nov, 2015 03:15 PM

    Tom Freeman's Avatar

    You can run a portfolio report edited to show the portfolio snap shot at any specific date.

    You can run a investment transaction report edited to show transactions between a given date range.

    Tom Freeman
    Infinite Kind Support

  2. 2 Posted by Roland on 17 Nov, 2015 12:23 AM

    Roland's Avatar

    When I run an investment report it will show the number of shares I sold or bought, but it does not show a running total of the shares in the investment.

  3. 3 Posted by Tom Freeman on 19 Nov, 2015 08:35 PM

    Tom Freeman's Avatar

    I ran a transaction report edited to include only a specific security. I am posting the result.

    Is this what you are looking for?

    Tom Freeman
    Infinite Kind Support

  4. System closed this discussion on 19 Mar, 2016 05:01 AM.

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