Investment reporting filter by security

Options
bfs
bfs Member ✭✭

I want to be able to look at funds that are being reinvested and the funds that are not being reinvested. I would also like a balance on cash and money market funds. Not the case held by a fund for the fund to use which is what is shown in the Asset Allocation in the Dashboard. It is my understanding that this is available in the Windows version.

2
2 votes

New · Last Updated