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Daily Gains & Losses

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

Postby Traveller » Fri Nov 17, 2023 7:27 am


I'm trying to get a report showing daily gains and losses on my portfolios and have succeeded for the most part. However, I have the same equities in multiple account and my goal is to show the sum total of shares for each equity on one line instead of displaying one line per account. Is this possible?

thank you
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Postby Mark » Fri Nov 17, 2023 8:23 am

Hi Traveller,

To do this, list by "Symbol" instead of by "Investment". When you list by symbol, all investments with the same symbol will be combined.
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