Investment Holdings Report

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.

Tagged:

Answers

  • bmciance
    bmciance SuperUser ✭✭✭✭✭

    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 ✭✭

    That works.

    Thanks.

This discussion has been closed.

Categories