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Hello,
If you have more than one portfolio (I have 3 and one sandbox) and you are sitting on the 'dividends' taskbar, you see a dollar figure for total payments for the range you have selected (month, quarter, year).
The total apparently is the total of all portfolios. A sub total would be nice as you traverse the portfolios - to see the value of each portfolio as well.
Thanks.
Jeff
on Fri, 2014-08-29 14:28 westjpw
Payment Dates total dollar amount does not change.
Excellent idea Jeff! We will definitely include this in our next release. We intend to get an incremental release out shortly, so stand by.
Thanks,
.chris.