Is there a facility or report by which I can look at cost base of all securities for specific period? In the absence of this, I end up individually opening each security and looking at the cost base. It is quite time consuming.
Hi @JerryBurry we are working on a report that will do just this.
Stay tuned for announcements.
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Any further update on this? For reconciliation to migration, I need cost base report containing opening cost base, sale/buys value and closing cost base for the period selected. Painful otherwise to check individually
Hi @JerryBurry this report is in beta at the moment. We are doing final testing of it and should be released in the next 1-2 weeks.
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