Sum Symbols/Investments across portfolios

[markr]

Is there a way to sum symbols across different portfolios/accounts? For example, I have MSFT in Scottrade1 and Scottrade2. When running the portfolio value of both portfolios they show as duplicate investments.

Thanks in advance!

[Mark]

Hi markr,

Yes, in the report settings, set the "List By" to "Symbol" instead of "Investment". Do not sub-total if you want to see all investments in all sub-portfolios combined with the same symbol.