Export investment lots held in multiple accounts
We have multiple accounts held in multiple investment firms with the same securities held more than one account. It would be great to be able to export all holdings by lots from multiple accounts into Excel in case one is looking to reduce holdings in a particular security based on whether you hold long or short term gains or losses. The Investing/Portfolio Tab is helpful as a first step but it does not segregate by account or by lots.
The Holdings tab in an account view gives you an Account overview in which each security can be expanded into lots. (an Expand All button would be helpful). However one can not export the contents like in the Investing /Portfolio Tab and one would still need to visit each account and take a snapshot which is cumbersome.
Perhaps add another option under Investing - Portfolio by Lots