All ideas

Tax Reporting by Portfolio

I maintain multiple portfolio's in Navexa where - as an example - there may be a portfolio for each family member, and another portfolio for the Family Trust. It is helpful to manage / review all of these portflios through Navexa however for the Tax Reporting functionality to be useful, i need to able to produce a Tax Report for a single portfolio or a number of portfolios that i identify. In the absence of such functionality, i would need to maintain seperate accounts for each family member which negates the value of examining the portfolio group as one.