Combining funds in report

[ Message Board ] [ Archives ] [ Search ]

Posted by Cliff on March 04, 2007 at 10:22:48:

Hi Mark,

I have several sub portfolios that have the same mutual funds. Is it possible to have a report on the total portfolio that combines funds that are the same. Perhaps just value and number of shares if ROI is a problem.

Thansk//Cliff

Replies:

• Re: Combining funds in report Mark 12:25:08 03/04/07 (0)