Investment Transactions

[elliots]

Mark,

Can this report be done organized by sub-portfolio?

I have a Client Household portfolio with separate sub-portfolios for each physical account the household owns. I could do reports for each sub-portfolio, but it would be nice to do one report broken out by sub-portfolio, with transactions in chronological order within the sub-portfolio.

[Mark]

Hi elliots,

Thanks for the feedback, but no, this report cannot be sub-totaled by sub-portfolio. This would be a good future enhancement.