Mark wrote:Hi Steve,
Sorry, no. When listing by "Investment", each unique investment is listed as a line item. What you're describing would be a list by "Name", where you combine every investment with the same name onto a line. Is there something about the list by "Symbol" that isn't meeting your needs here?
Mark:
My clients typically know their investments by name and not symbol. Most do not even know what the symbols are or what they are used for, so it's all "greek" to them. I'd prefer they see the investment names and not symbols. The multiple lines for the same investment will be confusing for some, but it's something we can manage.
Perhaps this could become an enhancement request?
BTW, this may be of more concern for our particular manner of managing client investments. We prefer to report across all accounts (or sub-portfolios in FM speak) rather than account-by-account, as in our view it makes little difference how an individual account is performing--it's the client's entire investment portfolio that we are managing to.
Thanks for the reply!
Steve