Re: Grouping reports on something other than investment name
In Reply to: Grouping reports on something other than investment name posted by HeLpMe on May 31, 2000 at 21:54:59:
: I'd like to create reports that can group by symbol, investment goal, or asset allocation. All the reports seem to group by Investment Name.
: To better illustrate, suppose I had the following data
: Investment Name - Category - Value
: If I wanted a porfolio value based on asset allocation, the custom report might look like this:
: High Fees - Large Growth - $100
: But this isn't what I want. I still have to do the math to figure out the total value of my large growth funds. Here's the way I'd like it:
: Large Growth - $600
: Is this possible? If so, how do I do this?
: Thanks in advance
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