Hi Mark is it possible to show each holding and the percentage it is as of part of the portfolio When a holding reaches a certain percentage I like to trim and this would be useful
thanks
alan
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holding as a percentage
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Hi Alan,
Yes, you can get the percentage in a few places. The simplest is in a Portfolio Value report. See the "%" column. You can also get it in a Custom report, a Pie Chart, or a Stacked Value graph.
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