Re: Consolidating Holdings in Multiple Accounts

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In Reply to: Re: Consolidating Holdings in Multiple Accounts posted by Mark on August 19, 1999 at 17:54:59:

: :
: : 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

Any chance of getting such a report on your "future enhancements" list?
: --
: Mark Beiley
:
: Fund Manager for Windows 3.1x/95/98/NT
:
:

Replies:

• Re: Consolidating Holdings in Multiple Accounts Mark 22:29:02 8/20/99 (0)