Hello, is it possible to see the securities account in the columns for grouped accounts? Right now, to find out which securities account a particular value is in, I have to go to deposit accounts. Thank you very much.
When you turn the information panel on, yes.
View → Options → Infopanel
PS: Grouped Accounts are linked to Filter in Statement of Assets.
It’s not exactly this. It’s about being able to see, in grouped accounts and/or in the asset balance, a column with the securities accounts. That way, you can quickly see in which securities account a particular stock is held. Right now, to find out where a specific stock is, I have to go into each of the securities accounts I have to see where it is. Thank you for your response.
Within Statement of Assets, you could do the following:
- mark a security
- in the info pane choose trades
- add column security account
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