In this article
Portfolio Accounting extension
Productivity
Universal
Get reports with details of your securities movements, reconciliation and portfolio accounting valuation data.
![](https://github.com/BananaAccounting/Universal/raw/master/report/accounting/portfolioAccounting/images/portfolio_accounting_start_screenshot.png)
- Calculate book profit/loss on sale
- Security Card Report
- Reconciliation Report
- Portfolio Evaluation Report
How to start
- Open Banana Accounting Plus
- Open your Banana accounting file with your portfolio accounting, or create a new portfolio accounting starting from our templates.
- Go to the Extensions menu → Manage Extensions command and install the Portfolio accounting extension.
Prerequisites
the extension is available:
- Using Banana Accounting Plus.
- Choosing the Advanced Plan.