SUMMARY Problem creating investment holding for a single account STEPS TO REPRODUCE 1. Open "Investiture Holding by Account" default report and click "New" to create a new report. 2. Update the report name and select "filters" 3. Select "Account", select "none", then proceed selecting the desired account OBSERVED RESULT 1. when selecting the main investment account, none of investments under it are selected and you must select them individually. Deselecting them has the same effect. 2. Must adjust any new or sold investments individually each you use the report. EXPECTED RESULT Only have to select the main investment account. Report will adjust automatically for any new or sold investments under that account. SOFTWARE/OS VERSIONS Windows: Windows 10 Pro macOS: Linux/KDE Plasma: (available in About System) KDE Plasma Version: KDE Frameworks Version: Qt Version: ADDITIONAL INFORMATION