I’m having some trouble looking for ways to visualize reports based on percent ownership. I’ve updated the percent ownership values in the portfolio, but I do not see a way to see this reflected in either the dashboard or financial reports. Ideally, I’d like to run reports like income statement, cashflow, and balance sheet that also add on the return for each investor based on their percent ownership.
I have this same issue. Once I input the percentage of ownership on the portfolio section, I expect in the transactions to have the ability to specify which owner contributed what, and in the reports have each owner represented in their own line item. This is so that we can balance the books and make sure all owners are contributing equally.
Vote for this topic! I used to be able to see the ownership percentage in the old dashboard, but the new dashboard doesn’t have this function anymore. Would love to see this comes back!