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Portfolio properties report
4 posts
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Is there any way to create a portfolio properties report that contains the information (meta-data) from the data entered in Portfolio Properties Dialog? I basically want to create one report that lists every portfolio and sub-portfolio and includes the portfolio's account number and memo field.
Hi Vandring,
You can get some of this in the Custom report, but not the portfolio's "memo" field. For the account number, see the "Account" field. You can create a report that sub-totals by sub-portfolio, and for "List By", just set it to "<none (totals only)>".
Can I make an enhancement request to add custom fields to portfolios, the same way you can define custom fields for investments? I can write a python script to consolidate portfolio information and meta-data I have in a spreadsheet, but it would be great to just be able to keep everything in one application.
Hi Vandring,
Interesting idea, thanks for the feedback.
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