Mark,
When I call up one of the pre-formatted reports, such as Portfolio Value, under REPORTS, I find that I cannot have the various stocks listed in alphabetic order. They appear in somewhat random order. In the Portfolio Editor, the stocks are in alphabetic order and I would like to have the Reports provide that. I have checked the filter setting and there apears to be nothing there to create alphabetic listings of stocks.
My second request is that I have been unable to find a way to eliminate sub-portfolios when I do a Report which takes in most but all of the sub-portfolios. For example, I have a sub-portfolio which contains all of the stock positions I have sold. When I use Portfolio Value under Reports, I don't want this information included, but I have been unable to find a way to eliminate it using the filters provided.
Thanks
johnreid