I am using it with browser, not the app. "Portfolio" shows market value + average buying prices + resulting $ gain/loss of my holdings.

I am not interested in market value. But I want to see % gain/loss, current price and the current days % change of each holding.

How to do that? "Edit columns" is greyed out. The only way I found is to create a report with "Performance & Reports", "Statements", "Activity", then selecting "Period" and "Date" and then "View".

I did not look into whether "Flex Queries" or whatever else might save a step or two of this huge hassle, as I don't have the nerves and would hate it anyway, even if it works. I simply want what Schwab gives me directly after logging in, a screen which shows my holdings, their current prices, and their total/current % changes. Is that possible - without a million inputs and mouse clicks?

Berkshire Hathaway FAQ

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