[GNC] Advanced Portfolio report but aggregated per ticker

sunfish62 at yahoo.com sunfish62 at yahoo.com
Wed Nov 26 10:25:06 EST 2025


I never found one. 

⁣David T.​

On Nov 26, 2025, 3:20 PM, at 3:20 PM, Kalpesh Patel <kalpesh.patel at usa.net> wrote:
>Is there a way to get a report that is similar to Advanced Portfolio or
>to
>tell Advanced Portfolio where each entry is aggregated up per commodity
>if
>same commodity is in multiple accounts?
>
> 
>
>Say like one line for SPY commodity holdings which would aggregate both
>the
>non-retirement and retirement account holdings, another line for QQQ
>aggregated in same manner, etc.
>
> 
>
>Thanks.
>
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