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Portfolio Report Transactions Portfolio Chart Montage Performance Help

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.


Portfolio help guide

 

Page Help

Portfolio Report

Maintain Transactions

Portfolio Chart

Montage

Portfolio Performance

Capital Gains

Trade Analysis Report

Maintain Portfolios

Maintain Accounts

Maintain Portfolio Users

Stock Splits

Dividend Alerts

Matched Transactions

Import Transactions

Personal Symbols

 

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