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Report Specific to New Purchases Performance

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

Postby gmow » Tue Apr 11, 2023 7:47 am

Hi Mark, can you suggest a report that reflects the performance(Share Price) of new purchases only?

Would like a report to reflect all new purchases(individual lots) within a time period(ie last 3 months), show the purchase price and today's closing share price.

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Postby Mark » Tue Apr 11, 2023 8:26 am

Hi Gino,

You can get reports on the "Current" shares, which are shares you currently own, but there isn't a filter that shows only performance on shares bought within a specific time period. It might be a helpful filter we could add to the Open Lots report. That is the closes report we have now, but you will see all open lots as of a particular date.
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