Re: Consolidating Holdings in Multiple Accounts

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In Reply to: Re: Consolidating Holdings in Multiple Accounts posted by Nargis Suleman on August 20, 1999 at 12:34:42:

: : :
: : : 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
: :
: :

Okay, thanks for the suggestion. This would probably best fit under a field for
the custom report.

Thanks,
Mark
--
Mark Beiley

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

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