So in Q for PC, is there an option (which I do not see) for producing a portfolio that totals taxable (traditional IRAs, 401Ks, etc.) vs non-taxable (eg: Roth IRAs) accounts?
I do not see one. I tried dickering with the INVESTING GOALS tab within the PORTFOLIO VALUE report, but that didn't quite cut it (or, perhaps I don't have the accounts tagged correctly and that would do it?)
Reason, btw, is to see what the skew is and whether or not I should do some re-categorization of the non-taxable retirement accounts to a Roth type (both for IRAs and 401K Roths) to even things out. I suppose discussion on why is out of bounds in this NG, but would make for an interesting topic.