Hello, I own several stocks across multiple brokers, so I have an account structure that, roughly, looks like this:
Assets
|- Bank1
| |- EUR
| |- Stocks EUR
| |- AAA
| |- BBB
| |- CCC
|- Bank2
|- EUR
|- Stocks EUR
|- BBB
So, in this simple case, I hold 4 different stocks across two brokers,
of which one (BBB) is held in two places at the same time.
In this situation the "Advanced Portfolio" report lists:
AAA
BBB
CCC
BBB
Duplicating BBB and listing it separately between the accounts.
I get why this might be interesting in some cases, but for my uses I
have really have no interest in having a separated view in this report;
it's actually quite confusing right now as I had cases in the past where
I moved holdings across different brokers (without liquidating the
position, directly moving the titles), and this seems to be recorded
actually as a 100% loss (?!!) in the report. Sure I can tick the "hide
accounts with no shares" options, but I also had cases where I only
partially moved a position so I still hold some shares in both places.
Any suggestion on what I could do?
Clearly I can't unify the accounts as I do need to keep them separated.
Thank you in advance for your insights!
--
regards,
Mattia Rizzolo
GPG Key: 66AE 2B4A FCCF 3F52 DA18 4D18 4B04 3FCD B944 4540 .''`.
More about me: https://mapreri.org : :' :
Launchpad user: https://launchpad.net/~mapreri `. `'`
Debian QA page: https://qa.debian.org/developer.php?login=mattia `-
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