Investment Holdings Report
LMillsap1
Member ✭✭
Using the Holdings button on an investment account I can see the Account Overview for a particular date (usually EOM when I'm reconciling a statement). Is there a report that can show the same information for a range of dates (ie. EOM values for 12 months)? At minimum would be the EOM total value of of the (selected?) securities and the cash amount.
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Answers
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You can use the report "Portfolio Value and Cost Basis" and set the interval to Month. It will allow you to pick whatever date range you want to show.
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That works.
Thanks.
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