Looking for a way to get an investment report summarized by account
I have many accounts, each account has many securities (they are funds). My home screen for investments allows me to customize the view - perfect for me. I wish to export this home screen into excel BUT I do not see where I can export that into excel. So, looking for ideas - is there a way to get an investment report that shows cost basis and performance BUT summarized by account (details hidden) that can be sorted at the account level rather than security level.
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