+1

Portfolio value per equity with multiple lots

Fossil199 5 months ago in Website 0

I very much like the new presentation but it is difficult for me to assess the value of individual equity holdings where there are multiple lots.  As I am dollar cost averaging as I reenter the market, I have multiple entries for many of my securities. When I switch to Holdings I see all the various lots for each entry a very useful tool.  In order to see the total value of each of these lots for a single equity, I need to do mental gymnastics.  Need the total value plus loss or gain for the day for each equity.  I see this for each lot in Holdings.  Am I missing something?