stock not in investment performance for two accounts

lists5040's Avatar


29 Oct, 2017 06:38 PM

I purchased a stock several weeks ago in 3 different investment accounts. When I do a investment performance report, the stock only shows up in one of the accounts. Originally, it didn't show up in any of them, but I went to the edit choice above, and clicked on it to show; subsequently it only showed up in one account. How can I get the other 2 accounts which hold the security to show the stock? (I have version 2017.3 (1622))

  1. 1 Posted by lists5040 on 29 Oct, 2017 06:43 PM

    lists5040's Avatar

    Never mind - I found that it has to be checked off for each account. I do wonder, however, why it doesn't automatically show up if it is an existing stock in an account with a monetary value that isn't zero. Why should I have to edit it to check it off?

  2. System closed this discussion on 28 Jan, 2018 06:50 PM.

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