[GNC] Advanced portfolio report - same stock in multiple investment accounts

[mike823]

Hi everyone,

I am using the advanced portfolio report for tracking multiple investment
accounts for family members, less than 20.

One major issue I am having is that reporting can be done only by "account"
which is the security and no information about account hierarchy is
available in the report. As an example, if "user 1" holds MSFT stock in "IRA
account" and "IBKR margin account" as well, there is no way to see this info
in the AP report.

Wondering if there is a way to get parent account information in the AP
report. TIA.



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