Historical Holdings Summary

You can view a summary table of your historic entries if you have the historic portfolio module.  Choose the Historical Holdings Summary option from the Reportsdrop down.

 

The table will contain all holdings that have been members of the portfolio over the portfolio history and the holding percentages for each historical entry. The holdings will be ordered by the total percentage weighting over the life of the portfolio.

 

You can also export the table as a CSV and XLS file.