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. Support Staff 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.

    Henry
    Infinite Kind Support

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

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