Wednesday, May 20, 2026

Personal Investor Lab: Dashboard Consolidation

For holdings in multiple accounts, instead of breaking down the security position in individual account, the Dashboard displays consolidated security position across all accounts. The Account column shows all accounts that hold the security.


Stocks sold from multiple accounts on the same date are also consolidated to show the consolidated gain/lost.

In both cases, the consolidated Bought Date is set to the earliest bought date.

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