Open Lots Report subtotals by Symbols

[divinest]

Hi Mark,
In the open lots reports is there a way to show subtotals by each Symbol. If not is there an option to create a custom report that would generate the subtotals. For instance if i filter to select one symbol i get the totals, trying to do the same for each symbol. Thanks much for your time in advance.

[Mark]

Hi divinest,

Sorry, no, you can't subtotal in the Open Lots report. The Custom report doesn't list by lot. You can subtotal in the Custom report, but you would have to list by something else, like a whole investment, instead of by lot. If the field you want is available in the Custom report, you can list by investment and subtotal by symbol.