Security Detail View by Account

kdedeluk

The upper left display on Security Detail View "My Holdings" should have the ability to launch a form or report showing holdings of a particular stock "By Account". Ideally a button to the right of the text My Holdings that produces a form or report that displays the 6 values (Shares Held, Market Value, Cost Basis, Gain, % Gain, Avg Cost Per Share) by account. Basically a detail view of the panel My Holdings. I hold the same stock in several accounts and would like to see this data tabularly, without having to go back to the Group By "Account" in the Portfolio View. [Removed - Personal Information]