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Re: Investment Transaction Report or Custom Report

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Posted by Mark on March 26, 2003 at 23:33:08:

In Reply to: Investment Transaction Report or Custom Report posted by Denise Turner on March 24, 2003 at 13:04:34:

: Is there a way to print the Investment Transaction Report with subtotals by stock? Alternatively, is there a way to create a custom report to show details by lot with subtotals by stock?

Hi Denise,

You can create an Investment Transaction report for only a single stock, and
then the totals will be for just that one stock. There is no report that
shows all transactions for all investments in a single report, with sub-totals
on a per stock basis.

Mark Beiley

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

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