I am developing a portfolio database that has transaction records, including fund (Fund_ID), whether bought or sold, units, amount, purchase date, etc. I want to be able to group these records on Fund_ID and sum various of the fields such as Units, Book Cost, etc. I assume this would be in a portal but am open to suggestions. I cannot find a way in which I can consolidate this information into a holdings portal, Book Cost, etc. that I can further use.
In MS Access this was a simple task using a query, grouping on Fund_ID and doing Total, Count and other aggregate functions on the requisite fields. Seems inordinately difficult with FMP for some reason.