Reports of portfolio values

David Hawkins's Avatar

David Hawkins

26 Jan, 2016 04:38 PM

Hi there,
Is it possible to have a report which records each days share portfolio value, so I can track it over the year.

  1. 1 Posted by Tom Freeman on 26 Jan, 2016 11:45 PM

    Tom Freeman's Avatar

    You have the investment performance report you can edit to show a date range snap shot. You can also edit the account balance graph to show only your investment account and have it plotted by day.

    There is no report which will list your portfolio total by days.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 26 Apr, 2016 11:50 PM.

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