Filtering stocks

[jnewton]

Mark:
Is there a way to get transactions on more then 1 stock in one account at a time.

For example: If I want to see all purchases and sales of several stocks across several accounts how do i strture a report.

Thanks

[Mark]

Hi jnewton,

You can use the "Investment Transactions" report here. Create the report at the sub-portfolio level that you want to view. You can make this report for a single investment, or the whole sub-portfolio. You can also filter this report, so for example if you wanted to see all your trades in IBM in all accounts, create this report at your topmost sub-portfolio, and turn on the option "All in Sub-Portfolio" and then press the "Filter..." button. In the filter settings you can filter by "Symbol" and then select "IBM".