Viewing lots
Deane Yamane
deane.yamane at gmail.com
Sat May 7 17:32:43 EDT 2011
Got ur email. ... Try this:
1. Insure u have no accts open. And U're on the 'Accounts' tab, and only the 'Accounts tab'
2. Then try 'Edit->Find', click on 'New search'
3. Key 'GE' and click 'Case insensitive?' 2 make it case sensitive
4. Press 'Find' button
FYI I just discovered why Find was so flaky 2 me. I had on acct tab open. Tanx. I learned something too!
I hope this helps.
Aloha, Mr. 'Dizzy' Deane Yamane
On Apr 20, 2011, at 7:16 AM, Alan Schold wrote:
> Wonder if anyone could take a minute to help me with this problem:
>
> Say I own shares of GE, but they're spread into several lots across four accounts (my investments, my IRA, ditto for the wife). I want to see all lots of GE together on one screen, including number of shares and the account which holds each lot. Any way to do that?
>
> Thanks, Alan
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