Add Investment "Type" to Customize Current View in the Investing Portfolio Views

byerskm

Some "Types" are not logical in some of the views available in the "Show" dropdown list. For example, when viewing the "Fundamentals" view, it is non-sensical for investment type "Options" to be included. Further, it is very laborious to exclude options by going to the "Security" tab in the "Customize Current View" screen and unchecking the individual securities (options in this example) one by one. The "Customize Current View" screen allows "Columns", "Accounts", and "Securities" to be selected/filtered. It would be most helpful if Investment "Type" was added as a fourth tab to this screen so security types desired in the view could be selected.

Jim_Harman

And as long as they are doing Security Type, might as well also allow Investing Goal as a filter.

q_lurker

Jim_Harman said:

And as long as they are doing Security Type, might as well also allow Investing Goal as a filter.

Yes ... to match the selection options under reports -- Portfolio Value or Portfolio Value & Cost Basis.  

Richard Kent

I would like to see another filter added to the Investment Performance report. There is currently a "Subtotal by" selection. In the dropdown, "Account" and "Investment Goal" are among the many choices. If another filter were to be added, I would choose to Subtotal by Account, and filter the results by Investment Goal.

warrenjg1

I also need reporting of Security Type in the portfolio view (or at least in the portfolio value report). I really need to know where individual stocks are hiding in my investments vs ETFs.