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We were trying to see what stocks we have the most and least of by % so we can rebalance our Portfolio. I looked and could not find a way to sort the columns in Myiclub so we could see which stock have the largest and least percentage ownership.
Can you add a function so the columns that can be sorted in the Valuation statement are any other reports that have this information?
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Rank: Administration
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Hello,
Several of the reports in the Portfolio section have clickable column headings to change the sorting on the report. The Portfolio Summary is the best one for what you're asking about.
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