Thanks for trying Tiller, @dsm.
We hope to add feeds for investment accounts with the reporting you describe. (In fact, we’ve experimented with this in the past but found that Yodlee’s investment reporting wasn’t quite ready for what we had envisioned… so we set that project down for a while.)
At this point, unfortunately, you’ll probably want to use the manual-account tools and then enrich the data, possibly in the Balance History sheet, with some of the investment data you mention.
I hope some other community members have additional ideas… 