How can get get a list of my holdings by security?

Adam
Adam Member ✭✭✭
edited September 2018 in Investing (Mac)
In QM 2007 I could sort the portfolio view by security. This was useful for me because I often hold the same security in two or more different brokerage accounts. How can I accomplish the same end now?

Comments

  • Adam
    Adam Member ✭✭✭
    edited September 2018
    Perfect - thanks! (I'm using QM Deluxe 2018 5.8.0.)
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