Viewing and printing portfolio by security only

rod's Avatar

rod

21 Jul, 2017 02:47 PM

Hi there. I am trying to start using Moneydance and having problems - I own the same stocks across different accounts, so i often want to view and print my investments by stock rather than by investment account e.g. want to see how many Amazon shares and the value that I own in total, not split into separate accounts. (don't want any of the stocks split by Investment account). The report Portfolio appears to give me this Edit option, but when I select Portfolio/Edit/Show by type/All security, it still displays and prints out the stocks separated into Investment accounts. What am I doing wrong?
Also the Portfolio Report shows 6 decimal places for each stock holding (number of units), and I don't need any decimal places, so it looks very odd?

  1. 1 Posted by Henry on 21 Jul, 2017 03:31 PM

    Henry's Avatar

    Hi Rod,

    Thank you for contacting us.
    What you are seeing is correct in the portfolio report.
    Would it be possible to try the Investment transaction report and filtering by Description?

    Henry
    Infinite Kind Support

  2. Henry closed this discussion on 21 Jul, 2017 03:50 PM.

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