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Security Lot Report

On 2017-12-04 22:39:29 +0000, Porter Smith said:
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.
Reply to
Sherlock
On 2018-02-07 21:34:01 +0000, User1234567 said:
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.
Reply to
Sherlock
"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. -------------------------------------------------------------
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.
Reply to
John Pollard

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