Investment Report Showing Account Balance at Beginning and at End of a Date Range

geneb Unconfirmed, Member
edited June 19 in Reports (Windows)

Is there an existing Investment report that shows the account value at the front end of a date range and at the end?




  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭

    If you're only looking for balances and not the detail of holdings, a Net Worth or Account Balances report, customized to only pull information from the relevant Investment Account(s) will show that information.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    Depending on what other information you want to see, you could use these reports under Reports > Investing

    • Investing Activity - customize for the account(s) you want to include
    • Investment Performance - subtotal by account and show detail

    or either of the reports under Reports > Net worth & balances.

    QWin Premier subscription
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