[moneydance] investment holdings

[Steve Lessard]

Its a new year and I am trying to rebalance my many investments  
accounts.

I'm having a bear of a time getting an accurate list of my investment  
holdings.  There doesn't appear to be any such report included in  
Moneydance.  Ideally I'd like to see two things:

1.  A report of investment holdings by account.
     This report might look something like this...

        Charles Schwabb
            AAPL        40.0000 shares       $7,000.00
            MSFT        50.0000 shares       $2,000.00

        Fidelity
            SPECX       60.0000 shares       $4,000.00
            AAPL        30.0000 shares       $5,000.00

  2. A report of investment holdings across all accounts.
     This report might look something like this...

            AAPL        70.0000 shares      $12,000.00
            MSFT        50.0000 shares       $2,000.00
            SPECX       60.0000 shares       $4,000.00

Note that the second type of report aggregates the holdings from  
multiple accounts.  In this example AAPL is held in more than one  
investment account.

Is there a feature in Moneydance that already does this and I might  
be missing?
Is there some alternate way to get this data without requiring an  
advanced degree in using Excel?

Thanks
-SteveL