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

pravchaw
pravchaw Quicken Windows 2017 Member ✭✭
in Investing (Windows)

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

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

    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

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