Can I get Performance by Taxonomy? I’m interested in exit/current value and dividends. I’m particularly interested how my speculative taxonomy is performing.
eg Report, Securities with group or filter by Taxonomy
It would go with Performance chart (no values)
I’ll assume this is not possible in PP so I’d appreciate any tips on the workaround.
Report, Securites, Export data as csv.
Open in LibreCalc, Add Taxonomy column manually, filter by taxonomy then add totals.
I’d like PP to filter or group the security performance report by Taxonomy, displaying subtotals and totals.