Investment Reporting: Report activity for a specific security

kah

How can I create an investment report that reflects all the activity for a given security, either by security name or, preferably, by its symbol?

When I try to define a "new report" it looks like the "payee" field is where I would put the security name. But the drop-down of suggested "payee names" (Select All / Clear All) includes the activity type (e.g., "DIV") at the front of the field, so that I have things like "DIV Eaton Vance Fund" appearing in the list of possible payee values. Ugh!!

If I want to define a report showing all activity for "Eaton Vance Fund" (an entry in my Securities List), how is that done?

kah

> @RickO said:
> ... making sure the Symbol column is visible in the register, ...

Wow. That's good. I didn't realize that I could add columns to the register view!! That helps with one part of my cleanup exercise.

The other thing I need to do, however, is across all the investment accounts so I don't see this working for that. I have a security that is showing up in the Security list as being active but I can't find where it is. I would like to report on the security (by symbol or name) across all accounts so that I can pin down (& fix) where it is still lingering.

Any ideas on how I would report a security in all (or multiple, selected) accounts?