Portfolio Report

A Portfolio report allow you to track your present and past portfolio performance.

A number of sample portfolio reports are provided to get you started. Remember that these are just layouts, the information shown is determined by the transactions on the Maintain Transactions page.

Column Descriptions and Sorting

Place your mouse pointer over the column headings to see descriptions of each column.

Single click on a column heading to sort by that column. Click again to reverse the sort order.

Copy List

Enter a new name and click Copy Report to create a new portfolio report identical to the one currently on display.

Customize the Portfolio Report

Click the Customize button to customize the portfolio report. This enables you to tailor column settings to your requirements.