Portfolio Valuation in account manager and balance sheet

[philipmyers]

Don't know if other people would find this useful?

I would like to see the valuation of my portfolio in the account manager and balance sheet report, perhaps under a separate heading of investments.

At present it only shows cash balances

[philipmyers]

It doesn't need to be under a different heading, as I have discovered if I change the account type from asset to equity it lists them separately.

So my requirement would just to be show the value of the investments held within the accounts as well as the cash balances

[mthadm]

Hello,


If you click on a little gear icon next to the filter by field you will see a drop down list of available table columns. One of them is Market Value. Please select it and you will have accurate position and portfolio valuation right in the table.


Thanks,

[philipmyers]

Yes that works in the portfolio manager tab, but that option is not available in the account manager tab.

There is no way of seeing a combined view of your Asset Balances, Liabilty Balances and Equity Balances

[mthadm]

Hello,


This makes sense. We will add both (Account Manager and the report) to the 2.0.61, due out in a couple of days,


Thanks,

[philipmyers]

Thanks again for your excellent assistance