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Report of Portfolio Value

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

Postby henrikk » Thu Nov 08, 2018 2:25 pm

So, I can graph the portfolio value over time. Is there way to print this information... say portfolio values for every month/week/day/time period over a couple of years? I realized I can print 6 columns/groups of data (time periods), but that is not really what I am asking for. I am using FM 2016.
henrikk
 
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Postby Mark » Fri Nov 09, 2018 7:45 am

Hi henrikk,

Yes, you can do either of these:

1) Set up the graph/date range you want, and then use "File / Export / Other / Graph Data Points...".

2) Use "File / Export / Other / Portfolio Value...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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