Include the Type field in a report of a list of securities.

I track a substantial number of securities in several different accounts. I would like to produce a report that shows the type field for each security in an account but cannot find a report that seems to include this field in some sort of a portfolio list. Suggestions?

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    We may select Security Type in the Subtotal by: pull-down menu in many of the investment reports or filter the reports by excluding specific security types (press Alt + C and select the Security Types tab).  I think the closest you may get to the report you described is achieved using the Portfolio Value report.
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