Investment Holdings Report

Question

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.

LMillsap1 · Answer

That works.

Thanks.

bmciance · Answer

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.