I’m looking to track the distribution of assets by securities accounts and deposit accounts.
I’d like to have a pie chart like in taxonomies. Is it somehow possible?
In the taxonomies, you add securities and cash accounts.
And then filter** by a specific securities account if needed (= include only the instruments in this account)
** Either use the top right filter symbol, or the context menu if you are on the dashboard
Thank you @AndreasB. But I’m looking for something else. I’d like to know how much money plus assets I have distributed in accounts and see it on a pie chart.
So basically the holdings chart, but not with the individual instruments, but with the securities accounts at the moment.
Yes. I want to know how my assets are diversified by accounts. Because I have several accounts in different currencies with different brokers.