I had this problem once before and it never got fully resolved. Is there a way to do the following:
I have the same security, Vang Index Tot, in a Roth IRA and also in a regular investment account. I want to create a separate security, Vang Index Tot Roth, so I can differentiate between the investment-account-security-performance and the Roth-account-security-performance in certain reports.
Is there a way to go into the Roth transaction register, highlight certain transactions, and change the security name in one step, rather than have to rename the security in each transaction in which it occurs?