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add CUSIP column to reports

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

Postby Erik » Sun Dec 03, 2017 7:55 am

How do I add a "CUSIP"-column to the portfolio-performance report? As I am exporting everything to csv, I need the cusip (isin) value as a unique identifier in excel..

Thanks,

Erik
Erik
 
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Postby Mark » Sun Dec 03, 2017 10:40 am

Hi Erik,

You can't add this field to the "Portfolio Performance" report, but you can re-create this as a "Custom" report, and then add CUSIP as an additional field.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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