Hallo
I bought some stocks from different reasons on US and also on EU markets. For example I have Fortinet stocks in US (FTNT), and Frankfurt (FO8.F). That brings more problems:
- more important - in Holding chart, these holdings are separated; I would like to have them joined as one holdig
- less important - both the securities share the same ISIN; when I import PDF from my broker, I get an error that the ISIN is ambiguous - it would be better for example to check ISIN+Currenty, since only for one of the securities the currency match the currency in PDF
- less important - it would be nice to have also a swith in Securities report to cummulate performance (IRR, Gains, Taxes..) for these stocks; so to have some type of logical-securities, where I could cumullate more physical securities together; maybe I could use Taxonomies for that - create one Taxonomy for each such a stock…
do you have an idea how to handle that?
thank you, best regards, Bohuslav