Subtotals by investment

[paulstonge]

The reports only provide subtotals by subportfolio. Is there a work around to reflect subtotals by Investment?

[Mark]

Hi paulstonge,

The reports can be subtotaled by more than just sub-portfolio. They can be subtotaled by "Sub-Portfolio", "Symbol", "Investment Type", "Asset Type", or "Investment Goal" when "Listing By" investment. If you are listing by something other than investment, then you can only subtotal by Sub-Portfolio.

There is no option to subtotal by investment. What would you be subtotaling within an investment? Maybe you're looking for one of the transaction level reports, like "Open Lots" or "Investment Transactions"? These reports can report on a specific investment.