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Posted by John Pollard on December 29, 2006, 4:51 pm
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John Pollard wrote:
>
> As for the Portfolio tab: I would create a "view" just
> for the purpose. Exclude unwanted accounts (Retirement
> accounts, for example); unwanted securities (MM funds,
> for example); and with just the columns that might be
> useful for the exercise.
> Then open every account and security in the View and
> Print the Portfolio View to a tab delimited file; then
> open it in Excel, delete any rows you don't need, and get
> your totals there.
Also, if you want a quick and dirty subtotal of shares owned for
one year or more, change the Portfolio tab "As of" date to one
year ago.
--
John Pollard
First initial underscore Last name at mchsi dot com
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