I have several accounts, Roth, Trust and IRA all set up as subaccounts uner the Master Portfolio tab. How I create a report that will pull all 3 accounts giving my subtotal and grand totals?
Thanks,
Greg
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REport for multiple subaccounts
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Hi Greg,
Go to "Reports / Portfolio Value" and in the "Report Settings" dialog that comes up, select to report on the "Master Portfolio". Turn on "sub-totals", and choose to sub-total by "Sub-Portfolio".
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