Re: Grouping reports on something other than investment name

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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
: --------------------------------------
: High Fees Fund - Large Growth - $100
: More Excuses Fund - Large Growth - $500
: No Returns Fund - Large Value - $300
: Bad Timing Fund - Small Growth - $200
: ---------------------------------------

: If I wanted a porfolio value based on asset allocation, the custom report might look like this:

: High Fees - Large Growth - $100
: Speculative Growth - Large Growth - $500
: No Returns - Large Value - $300
: Bad Timing - Small Growth - $200

: 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
: Large Value - $300
: Small Growth - $200

: Is this possible? If so, how do I do this?

: Thanks in advance

Hello,
Thanks for the feedback. You can't do this in reports now, but this is
something we hope to add. You can however use either the pie or stacked
graph types to get this information.

Thanks,
Mark
--
Mark Beiley

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

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