Grouped list of holdings in Consolidated View

[EB42]

I am trying to produce a report showing my total holdings across multiple Portfolios.

I have a Consolidated View, and the front page (“Your Investments”) shows me what I want, but it is not exportable.

All of the reports that provide holding data (e.g. Performance or Historical Cost) result in ungrouped data. For example, if multiple Portfolios have holdings of the same investment (say “CBA”), they are shown as separate lines. I am trying to get one line with the total holdings across the Portfolios.

[RickyYeo]

Will that work if you export and tick “Combine by holding”?

[EB42]

The “Combine by holding” option doesn’t exist for the Historical Cost report.

However it does exist for the “Performance” report, and this works fine for my purposes (it just has way too much information which I can remove).

Thanks for your help!