Holdings Report for a Security?

Apr 05, 2007 2 Replies

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


With the Portolio tab open: File > Print Portfolio

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.

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