Sub-Totals For Custom Fields

[AssetHound]

I created a field to show me dividend yield on cost. Here it is:
(Projected_annualincome / (Avgpurchase_priceC_end*End_shares))*100

I don't get values for sub-totals in the reports where I use this field, and I don't get a value for the report total. Is it possible to get these values?

Thanks.

[Mark]

Hi AssetHound,

Each of the fields in your equation must be calculable for the report item in question. None of the price or share based fields will calculate for sub-portfolios. (You don't add prices or shares of different objects together.) You have to use value based fields. So, for example, if you modify your equation to be:

(Projected_annualincome / Taxbasis_Assigned)*100

that would calculate for a sub-portfolio. When inserting fields into your equation, there is a drop-down filter, so you can filter to only show "Value Fields" to easily identify which fields will work at the sub-portfolio level.

[AssetHound]

Got it. Thanks for the help.