Is there a way of quickly finding out which stock is in which account and how many

pravchaw

I have some stocks which are in multiple accounts. Is there a report which gives a breakdown of where these stocks are?

Jim_Harman

There are several reports that will subtotal by account and show which securities are in each account, or you can set up an Investing > Portfolio view and group by Account.

I don't know of a way to subtotal by Security and show which accounts each security is held in