Portfolio Share / Trust price movement
I have used Quicken for years and like to ease of reporting.
One of the most used reports is the portfolio movement report which calculates the movement up or down of the security based on the latest price. By adjusting the dates you can see how your portfolio has moved during the choosen dates. This report is used everytime I update the prices in my portfolio.
I have been using Moneydance for about 12 months and cannot replicate the quicken report ...would it be possible to include a price movement report within the main report area? I believe it would enhance the package.
Thanks,
Roger Bennett
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System closed this discussion on 16 Jun, 2019 10:40 AM.