Question on views, reports,

[henrikk]

I have a retirement portfolio which consists of four sub portfolios (work, roth me, roth wife, sep). For the sake of asset allocation, I view this as one portfolio. I have identical funds in both roth's. For reports, I want to combine the funds in the different portfolios (if they are identical) to see what %, total, etc. they consist of my retirement portfolio.

For example, assume I have 5% of SCHB in one roth and 5% of SCHB in another roth, then Id like the report to list I have 10% SCHB, not 2x5% SCHB. I realize I can "sub-total by investment type", but it is not a clean way to do this... producing a lot of verbiage I need to ignore.

Can I do this? Every report I generate insists of listing two cash accounts, and two sets of funds which are identical (mine and my wife's roth).

Thanks,
- Henrik

[Mark]

Hi Herrik,

Yes, you can do this. In the "Report Settings" dialog, turn off sub-totals, and set the "List By" to "Symbol". This will combine all investments with the same symbol into a single line item.

[henrikk]

Thank you! Works beautifully.

- Henrik