Chart with multiple securities accounts


Is there a way to show multiple securities accounts on te graph but without showing the entire portfolio (for example SA1+SA2 but not the SA3)?

I tried to arrange them in taxonomy but the line is straight flat so I guess that isn’t the way to do it.


Yes, you’ll need to create a custom filter for that. Go to the Statement of Assets, choose “New” from the filter menu.

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Thanks a lot!

By any chance, do you know if it’s possible to filter with/without fees or did I have to recreate a portfolio with the same transactions but without?

Or maybe there is another way to compare gross performance to a benchmark?

There is before/after tax, but not before/after fees.

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