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Security values and cash balances reporting

How to obtain a report that shows total security values and cash balances for selected investments accounts ?

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Accepted answers

Just run the "Portfolio Value" report. You can customize it to give you whatever investment accounts you want.

There is also an icon for exporting on the tool bar across the top of report.

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Just run the "Portfolio Value" report. You can customize it to give you whatever investment accounts you want.

Thanks ! Subtotaling by account give me the info I needed. Now I just need to find a way to export this data in Excel (CSV file)

Sorry. I just saw the export options on the right click menu of the report output. All is OK now !

There is also an icon for exporting on the tool bar across the top of report.

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