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

Postby gmow » Wed Jan 13, 2021 11:56 am

Looking to create a report of purchases/purchase price and current share price. I have found the fields in the custom report however it lists all investments. I want only investments with purchases in the custom date window.
gmow
 
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Postby Mark » Wed Jan 13, 2021 12:04 pm

Hi gmow,

You can't filter the Custom report to only show investments purchased within a given time frame. You could take a look at the Open Lots report, it might be closer to what you're looking for.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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