Allow multiple holdings of the same security to be displayed separtely in all views in Portfolios
I have separate taxable, retirement, and HSA holdings in the same security (same ticker symbol). These need to be, and should be tracked and displayed separately-- and not jammed all together as different lots of the same investment (which they are not). Your present Portfolios offering doesn't allow this -- although your previous Portfolios version did. Saying look under MY HOLDINGS is also not an acceptable or realistic alternative. Adding this flexibility when needed should be dirt simply for any competent programmer. Present Portolios is useless to me because of this flaw.
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Joe
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RayO
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just create a separate portfolio for each of your objectives: taxable, retirement and HSA. problem solved.