Portfolio Movements
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.
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Support Staff 1 Posted by Henry on 10 Dec, 2018 03:40 PM
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.
Henry
Infinite Kind Support
System closed this discussion on 11 Mar, 2019 03:50 PM.