Portfolio Value Report

 

This report can be created by selecting the Reports / Portfolio Value... command from within any window.

 

The following columns are displayed for this report type:

 

%

What percentage this line item is of the entire portfolio, based upon value.

Price

The share price on the given date. There will be an asterisks next to the price if it is interpolated.

Shares

The number of shares owned for this line item on the given date.

Value

The market value of this line item on the given date.

See Also

About Reports

Report Settings Dialog

Report Window - Menu Commands

Report Preferences

Memorized Report Dialog

Report Colors

 


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