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 filter feature: