Include Total # of Shares on Security Report(s)

asher
asher Member
edited February 9 in Reports

The security reports are helpful. However they would be greatly enhanced if we were able to see the total # of shares owned in the security report. I am attaching an example. Thank you for considering this idea.

Quicken.pdf
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Partially already offered, see Jim_Harman's post below.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    This is the Security Report accessed from the button in the Security Detail view, right?

    That is the same as the Investment Transaction report filtered for just the current security. It would probably be useful to include the total shares held in the overall totals at the bottom of that report..

    There are other Investing reports that include the total holdings information, for example the Portfolio value report or the Investing > Portfolio views.

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited February 9

    This question was also raised a couple of years ago, and my reply then (which I repeat now) was:

    "SO, if you owned 1 share of an MMF and 1 share of BRK/A, you'd want Q to report that you owned a total of 2 shares?

    It's not a statistic I find important" [Edited - Disruptive]

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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