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holding as a percentage

Questions on using, creating, or understanding data in Fund Manager reports.

Postby alpappy » Sun Jul 07, 2019 12:46 am

Hi Mark is it possible to show each holding and the percentage it is as of part of the portfolio When a holding reaches a certain percentage I like to trim and this would be useful
thanks
alan
alpappy
 
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Postby Mark » Sun Jul 07, 2019 7:26 am

Hi Alan,

Yes, you can get the percentage in a few places. The simplest is in a Portfolio Value report. See the "%" column. You can also get it in a Custom report, a Pie Chart, or a Stacked Value graph.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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