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Is it possible to create an investment report that uses Asset Types instaed of Asset Classes?

Currently the only asset distribution reports are in terms of the fixed, predetermined Asset Classes. I'd like similar, but where the rows are the user-specified Asset Types
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Boatnmaniac SuperUser ✭✭✭✭
Pull up the Investments report "Portfolio Value" and change the "Subtotal by:" to "Security Type" (highlighted below in yellow). Does this show what you are looking for?(QW Premier Subscription: R31.20 on Windows 10)5 -
NYDenizen Member ✭
Thanks. That's definitely getting there. But a key component is missing: The percentage of each Security Type relative to the full portfolio. Obviously, Excel can be used for that kind of additional analysis, but it would seem to be an obvious item to incude in this kind of report.0
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