Add 2 columns to the Portfolio Summary Report to display number of shares and total stock value in the portfolio.
Adding this basic information to the Portfolio Summary Report would make the portfolio "snapshot" more complete and useful to clubs and individuals.
10
votes
Ann Cuneaz
shared this idea
This was implemented with our last major update that was released in September 2015.
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Doug Woodward
commented
For portfolio management, this becomes critical, particularly if shares are added or partially deleted. The ability to see how many shares are included for each stock provides an audit check as to the accuracy of the portfolio created in the software.