When trying to get a portfolio summary report, I get a listing of securities for one account only. There are several other accounts that are part of my total portfolio that are not reflected on the report. I would think the report would show totals for each account with a grand total for the entire portfolio. Have I set something up wrong or is there a bug in the program?
Did you check whether the report contains 1 page or many? If its multiple pages then the summary would be on the last page
Thanks
--- MTH Software
Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts. Please do not provide this information when using our contact form.
That's correct. A page is displayed for each Stock or Fund in your portfolio. I have to say though that my report is not picking up the same value as on the Potfolio Manager Tab. EG Marks and spencer shows a value of £709.40 and a gain of £209.40. This is correct. The report however shows a market value of £666.36 and a gain of £166.36. My fund reports also are correct in Portfolio Manager but the report is skewed. I guess the report only updates every so often. Am I correct as there seems no way of customizing the report ??
PapaSmurf wrote:The report currently being generated is only 1 page long.
Hello,
Could you please save the report as a pdf file and send it to us, we will take a look, you can send it to info@mthbuilt.com
Please change account names, etc
Thanks,
--- MTH Software
Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts. Please do not provide this information when using our contact form.