Adding more columns in Portfolio Value

[nrsmd]

How do I add more information in the Portfolio Value screen? I want to add the stock symbol to the report.

[Mark]

Hi nrsmd,

The Portfolio Value report is not too adjustable. You have a couple of choices:

1) Create a "Custom" report instead, and add the fields to make your own version of the Portfolio Value report, and include "Symbol". You can memorize this report, so you can just create the memorized report in the future.

2) Stick with the standard Portfolio Value report, but change the way investments are displayed to "(Symbol) Name" by selecting that option under "Options / General Preferences... / Display / Investment Description".