Investment Holdings Report

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LMillsap1
LMillsap1 Member ✭✭
edited January 18 in Reports (Windows)

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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  • bmciance
    bmciance SuperUser ✭✭✭✭✭
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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.

  • LMillsap1
    LMillsap1 Member ✭✭
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    That works.

    Thanks.

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