Reports by strategy

[drmac]

I would like to be able to generate reports by strategy. i.e., I have securities in several different accounts, and the securities have usually been purchased using a strategy, such as momentum, or dividend yield, or micro cap, etc. Is it possible to generate reports on the securities tied to one of my strategies, as opposed to reports tied to a specific account? The report would need to use securities located in different accounts. Suggestions on how to do this??

Thanks very much

[Mark]

Hi drmac,

You can use categories for this. We have two sets of categories, called "asset type", and "investment goal". You can name them anything you want, so you could use them for your strategies. See "Options / Category Labels...". Assign an investment to your strategy under the "Investment Properties..." dialog. You can then report by these strategies in reports. Under "List By" and "Sub-Total By" you can choose either one of the categories. Each category can have up to 100 different values.