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Rebalance report
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I am running a rebalance report on Investment Goals and it is pulling in investments that aren’t in the sub portfolio along with ones that are. I moved the sub portfolio to a stand alone under the Master Portfolio and the report still pulls in investments that aren’t in the portfolio. Is there a setting I could be missing?
Hi John,
You might try turning on View / Hidden Investment/Portfolios to ensure you have the investments you expect in the sub-portfolio you’re reporting on.
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