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Feature request - view all portfolio entries in same list

Comments, critical feedback, praise, or suggestions for new features.

Postby andytc » Fri Nov 26, 2021 5:11 am

I manage a few portfolios, each with folders in a tree structure. On occasion I would like to have a single list of all the portfolio entries together.

I currently use StockMarketEye for this feature although I prefer Fund manager for day to day use.

I would be happy if someone tells me I can do it with Fund manager !
andytc
 
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Joined: Fri Nov 26, 2021 4:57 am

Postby Mark » Fri Nov 26, 2021 9:33 am

Hi andytc,

Yes, you can do this in a Report window (not the Portfolio Editor window). For example, select "Reports / Portfolio Value..." and use these settings:

Sub-Portfolio: <your top level, that includes everything you want>
Sub-total: None
List By: Investment

This will give you a listing of all investments down through the sub-portfolio hierarchy. You can do this with any Report type.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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