Reports

Reports in StocksBoard let you analyze your portfolio with custom pivot tables.
Create reports that answer questions like:

• What's my allocation by
  • account type,
  • registration type,
  • institution, or
  • a combination of the above?

We plan on adding more report types in future versions.

Creating a Report

• From the main menu, locate the Reports section and tap on ADD NEW.

• Enter a meaningful name for your report and, optionally, a description.

• Add at least on measure to your report by tapping the + button to the right of the Measures heading.

• Set up dimensions by adding them to rows and / or columns. Available dimensions:

  • Account Name
  • Account Type
  • Account registration
  • Institution

• Tap Save at the bottom

Editing a Report

1. Open the report you want to modify
2. Tap the Edit button (pencil icon)
3. Change:
   • Row/column configuration
   • Metrics displayed
4. Tap Save to update