Ability to show # of shares in a given security over time

Jon Foster
Jon Foster Member ✭✭
edited June 2023 in Investing (Windows)
I would like to create a report to show the number of shares of a given security over time. Is that possible? Thanks


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    I don't know of a way to create a report like that directly, but you could go the the security's Detail View and click on Security Report. This produces an Investment Transaction report customized to include just the selected security.

    Export the report to Excel and use the data in the Shares column to create a running balance.

    QWin Premier subscription
This discussion has been closed.