Monthly Performance by Sub Portfolio

[jskahan]

I'm trying to create a monthly performance report listing each sub portfolio's month end value for each of the four months ending 12/31/23.

There's no 'Subtotal By' option in the Monthly Performance report settings (as there is in, for example, the Investment Performance settings) so I'm only able to do this for the Master Portfolio as a whole or a single sub portfolio per report.

Is there a way to create a single report that will list each sub-port's month end value for multiple months?

Thanks very much in advance.

[Mark]

Hi jskahan,

If you only need 6 or fewer dates, you can just use the Portfolio Value report. You can add up to 6 dates in a single report, and use the sub-total feature, not available in the Monthly Performance report.