01-14-2007, 04:06 AM
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 Re: "Watching" investments in my own portfolio In microsoft.public.money, 911DAVE wrote: - quote - > I have several flavours of the essentially the same mutual fund (load, no
You could Customize the Performance by Investment Type" report. On> load) across three different Money accounts (margin, retirement, registered > education savings plan). I would like to analyse the aggregate performance > of just these investments. If Money 2006 were like Excel I would be able > to create a filter like "Investment Name contains ______". Can anybody > suggest how I could achieve this objective? the Investment tab, ClearAll, and then select those three investments. OK. You could also use one of the other "Performance by Investment ...." reports the same way. |
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#-1
01-14-2007, 01:30 AM
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| "Watching" investments in my own portfolio I have several flavours of the essentially the same mutual fund (load, no load) across three different Money accounts (margin, retirement, registered education savings plan). I would like to analyse the aggregate performance of just these investments. If Money 2006 were like Excel I would be able to create a filter like "Investment Name contains ______". Can anybody suggest how I could achieve this objective? |
| Tags |
| investments, portfolio, watching |
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