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

[Geoff]

Hi Mike

As a workaround, if you structure your accounts like this:

Person01
--SecurityA
--SecurityB
--SecurityC
Person02
--SecurityA
--SecurityC
--SecurityD
Person03
--SecurityA
--SecurityD
--SecurityE
etc

You can save a separate Advanced Portfolio report for each person by 
using the Options to select their individual sub-accounts.

Then, if you want to see all people's reports on the same page (without 
grand totals) you can use the Custom Multicolumn Report.

Hope this helps.

Regards

Geoff
=====


On 9/04/2021 12:58 am, mike823 wrote:
> 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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