Most investment reports can show tax lots:

1. Select Options on the Report Selection screen.
2. Select Symbol Subtotals and Accounts-Same Symbol on the Investment Report Options screen.

Most reports group accounts by Group and Category. If you want to view all accounts (tax lots) with the same symbol together, regardless of Group or Category:

1. Select Options on the Report Selection screen.
2. Uncheck Group Names, Group Totals, Category Names, and Category Totals.
3. Run the report on the screen.
4. Select Data | Sort Report.
5. Select Symbol Ascending.

- David
FNI Technical Support
Case #38-10919