Re: Consolidating Holdings in Multiple Accounts

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In Reply to: Consolidating Holdings in Multiple Accounts posted by Nargis Suleman on August 19, 1999 at 14:30:05:

:
: Is there a way to produce a consolidated portfolio value report that will add all the holdings of specific stocks (IBMs,Microsofts etc..)so that the report shows only one total for each stock?

: Thanks

There isn't a report that does this, but there is a "Pie" and "Stacked" graphs
that will plot by "Symbol", so it combines the values of all investments with
the same symbol into a single segment.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies:

• Re: Consolidating Holdings in Multiple Accounts Nargis Suleman 12:34:42 8/20/99 (1)
  • Re: Consolidating Holdings in Multiple Accounts Mark 22:29:02 8/20/99 (0)