market value percent within account

Ellary Kahan
Ellary Kahan Member ✭✭
edited November 2018 in Investing (Windows)
Is there a way to see the market value percent of each investment of an account instead of of the entire portfolio without putting each account into its own portfolio?

Comments

  • splasher
    splasher SuperUser ✭✭✭✭
    edited October 2018
    You can create your own views in the portfolio by customizing which accounts are included.

    The standard default ones include all accounts.


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    As you can see from the dropdown list, I have made some of my own for single accounts such as "Reg IRA".

    [added]
    Just reread your question, no, you have to make separate views.
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  • Ellary Kahan
    Ellary Kahan Member ✭✭
    edited May 2018
    I know that. I wanted to avoid making separate views for each account.
  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited March 2018

    I know that. I wanted to avoid making separate views for each account.

    If you want to have one 'view' or report with multiple accounts and the market value% of each security within each account, the answer is no.  

    The closest you can come is set up the one view, then
    Customize to Account 1, review, print, evaluate, etc.;
    Customize to Account 2, repeat ... 

    Or set up a report, then export the report to Excel and perform the unique calculations there.  
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited October 2018
    I suggest you use the Allocation by Account graph: select Investings tab, Allocations view, and Show Full Graph under the Allocation by Account.  To view the percentages of each security in an account select the account.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    [edited to remove overlapping ideas]

    I don't see a way to get these percentages for all your accounts at the same time. If you really want  to see them all at once, you can export the data to Excel and manipulate it there. In an Investing/Portfolio view, select all your accounts, group by account then go to File/Print portfolio. Pick Export to: and select .PRN (123 compatible) format. Save the file with an extension of CSV and you should be able to open it directly in Excel and add the necessary formulas.
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  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2018
    Sherlock said:

    I suggest you use the Allocation by Account graph: select Investings tab, Allocations view, and Show Full Graph under the Allocation by Account.  To view the percentages of each security in an account select the account.

    Agree. Allocations tab or Allocations Home tab snapshot.
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  • Ellary Kahan
    Ellary Kahan Member ✭✭
    edited March 2018
    Thanks.
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