Grouping reports on something other than investment name
I'd like to create reports that can group by symbol, investment goal, or asset allocation. All the reports seem to group by Investment Name.
To better illustrate, suppose I had the following data
Investment Name - Category - Value
If I wanted a porfolio value based on asset allocation, the custom report might look like this:
High Fees - Large Growth - $100
But this isn't what I want. I still have to do the math to figure out the total value of my large growth funds. Here's the way I'd like it:
Large Growth - $600
Is this possible? If so, how do I do this?
Thanks in advance
|Copyright ©1993-2014 Beiley Software, Inc. All rights reserved.|