I have a number of mutual funds scattered among several retirement accounts. I would like to print and export to Excel a simple table: columns are Fund Name, Fund Symbol, # shares, Latest Price, Value.
I can create such a table easily by clicking Investing (where all the accounts are) and Customize View. But from that view I do not see how to print or export the table.
I can create a Report that can be printed and exported, but...there is not provision to have the Fund Symbols! A strange omission.
How to have my table and export it too?