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Report for Hidden Investments

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

Postby paulk » Sat Jan 25, 2020 10:43 am

Hi Mark

Any way I can run a report listing "hidden" investments by portfolio? Would be a could quick audit check for me.

Thanks
paulk
 
Posts: 150
Joined: Fri Oct 29, 2010 6:08 pm

Postby Mark » Sat Jan 25, 2020 11:05 am

Hi paulk,

You can't get a report listing "only" hidden investments, but you could create a Custom report with the field "Hidden", and then sort the report by that field (see the top level "Sort" menu). If you're looking for investments with zero shares, you could also do the same with the "Shares (ending)" field.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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