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

Jon Foster

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

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.