Is there a way to have a collapsed view of a stock with multiple lots that shows the total average numbers? If I purchase shares of a stock every 2 weeks, eventually I’ll have a screen with hundreds of entries just for one stock. Multiply that by even a handful of stocks and this will get extremely cumbersome. While I might like/need to see the history of individual purchase prices/dates every once in awhile, the vast majority of the time I want to see how my total holdings for a stock are performing as a whole.
Is there a way to have a collapsed view of a stock with multiple lots that shows the total average numbers? If I purchase shares of a stock every 2 weeks, eventually I’ll have a screen with hundreds of entries just for one stock. Multiply that by even a handful of stocks and this will get extremely cumbersome. While I might like/need to see the history of individual purchase prices/dates every once in awhile, the vast majority of the time I want to see how my total holdings for a stock are performing as a whole.