Aggregate Reporting of positions

[Chandeleur]

Mark,
Is there a way to get FundManager to recognize that if 30 clients in each of their subportfolios own the same position, that when reporting on a master portfolio level FM aggregates/recognizes that and reports it as one position instead of reporting it as 30 different positions?
Thanks,
Bryan

[Mark]

Hi Bryan,

Yes. Set your report settings to "List By" "Symbol", and all the investments with the same symbol will be consolidated onto a single line. What you were describing is what you'll see when you list by "Investment". When you list by Investment, every single investment is listed, but when you list by symbol all investments with the same symbol are consolidated onto a single line.

[Chandeleur]

Thanks, Mark.