Viewing lots

[Deane Yamane]

'Edit->Find' fails 2 find the LOTS (lol). Didja c my 'Transaction Report'. I hope this helps. 

Aloha, Mr. 'Dizzy' Deane Yamane
Email: deane.yamane at gmail.com
Email: deane at aloha.net
My URL:  http://www.deaney.com/  



On May 9, 2011, at 10:17 AM, Mike C. wrote:

> I would also like to have the information Alan was looking for but I
> don't see how the "find" provides it.  What criteria did you search on? 
> If I enter all the accounts that have the security of interest I get a
> whole lot of transactions.
> Mike
> 
> On 5/7/2011 4:32 PM, Deane Yamane wrote:
>> 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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