Portfolio - Holdings view shows each lot as a separate holding. How can one track performance of a position this way?

  • updated

There needs to be a summary view within Holdings in order to track performance of a position.


unless I'm missing something... this does not work as a portfolio manager.  It lists each transaction as its own lot... which would be fine if there was a summary as well.  There is no way to really see your gains and losses if sells are kept completely separate from buys.