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| Use a performance report. Select the investments that you want to track along with the date range. You can then see your percentage gain/loss for whichever investments/investment accounts you choose. Take either the standard Performance by Account or Performance by Investment Type reports and customize them to see what you want, and then save your customization as a favorite report. "Dan" wrote: - quote - > Does anyone know a way to modify the Price History report to not show > the invidual stocks/mutal funds over time, but instead a grouped total > amount that you can see fluctuate over time by percentage? It seems > like an obvious report that was apparently overlooked. |
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| Does anyone know a way to modify the Price History report to not show the invidual stocks/mutal funds over time, but instead a grouped total amount that you can see fluctuate over time by percentage? It seems like an obvious report that was apparently overlooked. |
| Tags |
| grouped, history, investment, price, report |
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