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Subject Author Date
Holdings Report for a Security? Jerry Boyle 04-05-2007
Posted by Jerry Boyle on April 5, 2007, 7:05 pm
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 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



Posted by John Pollard on April 5, 2007, 8:16 pm
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 Jerry Boyle wrote:
> 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.

With the Portolio tab open: File > Print Portfolio

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Jerry Boyle on April 6, 2007, 12:03 am
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> Jerry Boyle wrote:
>> 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.
>
> 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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