Consolidatation

[Nipse]

I have split my investments in multiple portfolios organized in one main portfolio. In the main portfolio I can view each detail line of all my sub-portfolios.
In my main portfolio I would like to consolidate/summarize investments from my sub-portfolios with the same Symbol.
To have a overview today I make a report sorted by Symbol on my main portfolio but that will give me more detail lines of the same Symbol because I have the same investment/symbol in different sub-port folios.

Thanks in advance for an answer, consideration or work around.

Best regards
Nipse

[Mark]

Hi Nipse,

Edit your report's settings (Edit / Report Settings...) and under "List By", instead of "Investment", choose "Symbol". This will consolidate the data from all investments with the same symbol onto a single line.

[Nipse]

Thanks, it is functioning
Bjarne