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2061895  
#1 Posted : Wednesday, July 5, 2023 11:52:14 AM(UTC)
2061895

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For the advanced report for performance inthe Stock Central Portfolio:

Presently only one Portfolio may be selected for the report.

Please add the option to Select All Portfolios.

Just like the for the Valuation Report and other advance reports.

The Help instructions indicate this actually a present feature:


From Portfolio Reports help:

"The Performance Report is one example of an Advanced Report. It calculates a benchmarked performance figure for an entire portfolio or group of portfolios, comparing the cash flows of your selected portfolios to a similar set of hypothetical cash flows in a index (as represented by a low-cost index fund)."

Thanks
Harvey

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