Security Lot Report

A security's lots are maintained within the accounts that hold's the security. We can view the lots held in an acount a few ways. For example, open the account, select "Holdings" and expand the security.

Sherlock wrote in news:p04kbs$roo$ snipped-for-privacy@dont-email.me:

Aha. Thanks

replying to Porter Smith, User1234567 wrote: But how to you print this information? Expanding each little plus sign is ridiculously tedious.

If you want really want to print the lot information, you may use a "Portfolio" view. For example, select the "Investings" tab, "Porfolio" view, "Value" from the "Show: " pull-down menu, "Accounts" in "Group by:" pull-down menu, expand the securities to display the lots, and press the "Ctrl" and "P" keys to print the view.

To expand a security to display the lots, you may use the "Enter" key. When there are a list of securities to expand, select the bottom security's row, then toggle between pressing "Enter" and the "Up Arrow" keys to quickly expand each security.

"Sherlock" wrote

To expand a security to display the lots, you may use the "Enter" key. When there are a list of securities to expand, select the bottom security's row, then toggle between pressing "Enter" and the "Up Arrow" keys to quickly expand each security.

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Or, if you want to see all lots for all securities, you can click the "Expand All" button at the foot of the Portfolio View.

That only works when the "Group by" produces rows with arrowheads or +/- signs to the left of the "name" - which are rows that can be expanded.