Toofuzzy Thursday, 08/13/20 03:27:07 PM Re: Adam post# 44713 Post # of 44807 I also have some securities in more than one account. Sometimes it has to do where I had the funds when buying. I always Aim it as one account. I have a lot of different records. Yahoo portfolios for total and individual accounts. Yearly record of all sells on paper.( tax record). Record of all trades of a security on paper. AIM record of all securities with PC, # shares, buy and sell price. ( to use for calculations) on paper. Take the road less traveled. It will make all the difference.