Re: [GNC] Advance portfolio report between two dates

2023-09-04 Thread Michael or Penny Novack
On 9/4/2023 1:04 PM, Paras Desai wrote: Hello Michael Thanks for your feed back. I fully agree that Dynamic COA can create havoc while comparing two period (dates) financial report. That is the precise reason, I have very precisely structured primary account and secondary sub account so

[GNC] Advance portfolio report between two dates

2023-09-04 Thread Paras Desai
Hello Michael Thanks for your feed back. I fully agree that Dynamic COA can create havoc while comparing two period (dates) financial report. That is the precise reason, I have very precisely structured primary account and secondary sub account so far my work accounts are concern. No one can

Re: [GNC] Advance portfolio report between two dates

2023-09-03 Thread David Carlson
If you look at any of the reports with the word Chart in their name you will find that they chart values over time, which is what you want. You get a pretty chart as a bonus. Depending on your account structure it may be easy or not to include the accounts that you want. On Sun, Sep 3, 2023 at

Re: [GNC] Advance portfolio report between two dates

2023-09-03 Thread Michael or Penny Novack
On 9/3/2023 2:43 PM, Paras Desai wrote: Hi Ken Thanks for your kind reply and efforts in explaining a way. Apparently, it appears that there is no alternative but to run reports on two dates and compare or do some analysis. Any reports comparing two period is a desirable thing in finance and

[GNC] Advance portfolio report between two dates

2023-09-03 Thread Paras Desai
Hi Ken Thanks for your kind reply and efforts in explaining a way. Apparently, it appears that there is no alternative but to run reports on two dates and compare or do some analysis. Any reports comparing two period is a desirable thing in finance and accounting, may it be personal

Re: [GNC] Advance portfolio report between two dates

2023-09-02 Thread Ken Farley
That doesn't seem to be something the Advanced Portfolio report is made to do. It is meant to provide a snapshot of things at a particular point in time, based upon the cost/earnings/increase in value of investments. I think, if I wanted to do this, I'd approach it thus, unless someone else

[GNC] Advance portfolio report between two dates

2023-09-01 Thread Paras Desai
Hello friends Greetings. I wish to understand, if I can run advance portfolio report between two dates. The needs arises from the fact that I wish to monitor, as how my investment is doing between two dates (for example between August 1, 2023 and August 31, 2023) I tried to select dates in