Portfolio - Holdings view shows each lot as a separate holding. How can one track performance of a position this way?
There needs to be a summary view within Holdings in order to track performance of a position.
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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.