Portfolio Movements

Roger Bennett's Avatar

Roger Bennett

06 Dec, 2018 08:28 AM

Is it possible to have a report which highlights the movement by security within each portfolio. The movement should be a based on the current security prices Vs the last updated prices whether taht by daily , weekly or monthly ?
I currently use Quicken 2000 for this comparion and it is very good ...would dearly love to drop quicken completely and rely on Moneydance for all of my reports.

  1. 1 Posted by Henry on 10 Dec, 2018 03:40 PM

    Henry's Avatar

    Hi Roger,

    Please accept my sincere apologies for the delay getting back to you.
    I believe that the best option in your case would be to use the thrid-party 'Extra Investment Reports' extension from the extensions menu.

    Infinite Kind Support

  2. System closed this discussion on 11 Mar, 2019 03:50 PM.

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