Needs to have a way to have an uncollapsed view all the individual lots of trades in the Holdings view
With the latest upgrade, it is really difficult to have qick view of all the trade lots and corresponding gains/losses. I have to go to each symbol, uncollapse it and select share lots to view for each of them. Can you give an option to have a flat (de-aggregated) view of all the individual traded as a table? At the minimum, please have ability to configure the 'Holdings' view to have the following.
- Ability to configure the columns I want to see and the column order in the 'Holdings' view
- Have a portfolio level checkbox to collapse/uncollapse all rows under all symbols
- Have the ability to configure the default view (between Transactions, Share Lots, Dividends) in the uncollapsed view of each symbol. I want the default to be Share Lots for me.
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Philip Sovi
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