Rebalance Reporting Sub-Totals

[AssetHound]

I set investment type in the general investment properties for each holding and also categorize them by asset type. In the rebalance report, it would be nice to be able to sub-total by investment type while listing by asset type. This would help me keep an eye on major investment type classes (e.g., stocks versus bonds versus etc.) but also rebalance to other sub-categories (e.g., large cap, small cap, etc.).

Thanks.

[Mark]

Hi Assethound,

Thanks for the feedback. I'm guessing you already know this, but you could do this now with 2 different reports, one by asset type, and another by investment type.

[AssetHound]

Yep, that's what I do now more or less. It would just be a little more straight-forward to have it on one report. I don't know what's on your enhancements list -- this is probably a "B" item. Thanks.