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How to create a holdings report

  • From within the Portfolio Manager, select the ‘Reports’ tab
  • Select 'Portfolio Value' tab
  • Select a Date (eg. ‘Last financial year end’) and Click ‘Show’.

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  • You have the option to save this report to a print friendly PDF document or export it to an excel CSV file.

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How to create a capital gains report

How to create an income report

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