Portfolio Performance Report

highflight1985

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I have the following tables and their fields:

Accounts -> AccountID, AccountName, BrokerID, Starting Value
Brokers -> BrokerID, BrokerName
Credit Spreads -> TradeID, AccountID, BrokerID, NetPL, TotalInvestment, NetROI
Reverse Scalps -> TradeID, AccountID, BrokerID, NetPL, TotalInvestment, NetROI

(There are other fields, but they aren't needed.)

I would like a report that shows a summary of NetPL, TotalInvestment, and NetROI, and a calculated "EndingValue", on a per-account basis, with a summary row totaling the NetPL, TotalInvestment, and NetROI of all accounts together.

Is there any chance someone can give some step-by-steps? I'm completely beyond my capabilities within Access. If I were programming this in PHP or something, it'd be a cinch.
 

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