holdings comparison (cross-reference) report

[lvs]

Hello,
Is there a report I could run (or create maybe) that would show holdings in several portfolios side by side?

For example:

...............port A................port B
ABC............100......................0
XYZ..............20...................200
and so on

[Mark]

Hi lvs,

Sorry, no, there is no report like this. You can view this information sub-totaled by sub-portfolio vertically, but not a side by side view like you've drawn.

[lvs]

Thanks for the quick response!
I was able to create a custom report that is somewhat helpful, however, the Portfolio Parent column is too narrow - how can I change its width?

[Mark]

Hi lvs,

You can resize any column's width by clicking/dragging the column divider in the report header section.