Re: Asset Type in Report

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In Reply to: Re: Asset Type in Report posted by D. Kowallek on January 27, 2004 at 07:22:46:

: : Is there a report that will group my investments by Asset Type?

: : For example...

: : LARGE CAP GROWTH ABCDE $1000.00
: : FGHIJ $2000.00
: : --------
: : TOTAL LARGE CAP GROWTH $3000.00

: : MID CAP GROWTH EDCBA $4000.00
: : JIHGF $5000.00
: : --------
: : TOTAL MID CAP GROWTH $9000.00

: : TOTAL ALL INVESTMENTS $12000.00

: Unfortunately, by original post seems to have lost the column formating. :-(

Hello,

Yes, please see the "Asset Allocation" or "Goal Allocation" reports.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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