When I expand a security can I sort all of the acquisition dates in chronological order?

Question

They are currently listed in seemingly random order making it more difficult than necessary which portions of the holdings are short term versus long term.  Sorting the individual buys and cost basis in order of acquisition dates would make it more useful.

Jon · Accepted Answer

Yes, but it's a little bit counterintuitive. You sort by date by clicking on the Name header. When you do that, it sorts the portfolio by name but it also sorts the individual purchases by date. A caret appears on the right edge of the header to indicate whether they're sorted in ascending order or descending.