Hi all - any suggestions out there for best way to do periodic (e.g. monthly or quarterly reporting) for an investment portfolio where things like cost, value would change from period to period, as would additions/deletions to the company records?
Here is the challenge I need to solve -
I track some small time investments for an investor club in companies.
i.e. records are the company names (Apple, Netflix, etc.)
Fields are James $ Invested and Adam $ Invested
James invested $100 in App...
Is there any update on this? I too would like to click on a chart and see through the records a particular segment or bar represents (besides for the basic data when hovering over with the mouse)
Any solutions would be extremely welcome!!