Create all security view
Create an all security view. I have multiple portfolios (for multiple accounts) and some portfolios have the same security. It would be great to have a view of all security positions in all accounts, organized by value. Morningstar's portfolio has this feature (Yahoo finance is much better overall, but this is a nice feature to have). It shouldn't be too hard - the data is already there, this is just creating a new view of that data
19th
ranked
Paul Roberts
shared this idea