Showing closed lots in the portfolio view
The investing /portfolio view is able to show closed lots, but it shows when I sold a particular lot. I want to see the lots I sold by the date acquired date. Is there a way to show the lots I sold for a particular security - showing both the sold and acquired date?
0

Comments
Reports > Investments > Capital Gains. Subtotal by Security.
Use a second report - Investment Transactions - limit to Actions of Sold, SoldX - subtotal by security. That will show all the shares of the sold transaction on a particular date but no ST / LT distinction. That will be the best you can do within Quicken.
But with respect to your tax return, there is nothing wrong with listing the individual lots sold.