Investment reports

General information regarding investments can be found in the in the Portfolio section of the program. There are several different types of reports available to provide specific information when needed. There are Investment Values reports for viewing the values of holdings for specific dates and/or for specific accounts. For reviewing investment gains and losses for a specific time period or for specific accounts you can use a Investment Gain/Loss report. Find specific transactions on a per security basis using the Security Transaction reports which can be further broken down by transaction type when needed. The Transaction Type reports can be useful for finding totals such as the amount of dividends received for a specific date range. Check your overall balances for specific accounts or net worth in the available Account Balance reports and Net Worth reports. Plus there's the other general Payee reports and Category reports available when needed.

Investment Values Report