Stock Holding

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Stock Holding

The Stock Holding report gives detailed information on your current holdings, listed by code.

This will group together all of your entries and exits for a stock transaction and shows the realized and unrealized profits as well as the current holdings.

Define Scope of Report

Use the Stock Holding Report dialog box to define the scope of the information to be included in the report:

si_reprtstkhldgdialog.png

The General Report Options section contains setting relating to the Portfolio or account to access, accounting standards and the timeframe to include.

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