How to combine different securities account in one data series

[Rafa]

Performance focused only on some Security and Deposit Accounts

You have two possibilities to regroup your data series and then select them in the charts and widgets: -By Taxonomy -By custom filter : in Statement of Assets view, top right, there is a Filter icon. End of the drop down menu : “New…” or “Manage…” . There you can create any combination of Deposit and Securities Account. Additionally, you have the option to create a custom filter. To do this, you will need to make a selection from all the available assets within the portfolio. Pictures of the…