Holdings Report for a Security?

I'm trying to print a report that lists info for currently-held lots of a security.

If in portfolio view I set Show:Holdings and Group by:Accounts then expand the Account and security folder to show lots, I get exactly the info I want, but I can't figure out how to print it.

I used to use the old (circa Q01) Capital Gains Estimator for this purpose, but new one doesn't seem to yield a printable report.

Much thanks to anyone who can help.

Jerry

Reply to
Jerry Boyle
Loading thread data ...

With the Portolio tab open: File > Print Portfolio

Reply to
John Pollard

How'd I miss that!

I really wanted a separate report for each security, but this'll do if I collapse everything I don't want to see.

Thanks, John. You're a national treasure.

Reply to
Jerry Boyle

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.