This tab allows the user to view their portfolio without the abstraction of accounts and to see the breakdown of their holdings. This can be used to see how individual investments are doing and to understand the contributions of individual investments to performance daily. The wealth portfolio dashboard can be accessed from this tab.
Options
Show Chart
This button is used to show the Holding Allocations chart.
Show Table
This button is used to show the Holdings table.
Expand All
This button shows more details for All accounts.
These include:
- Ticker
- Description
- Type
- Price
- 1-Day Return
- Quantity
- Value
- Allocation
- Real Assets
- Cash
- Bonds
- Stocks
- Aggregator Category
- Morningstar Category
- Yield/SEC
- Yield/TTM
- Expense Ratio
Collapse All
This button shows the least details for All accounts
These include:
- Account name
- Value
Get new prices
This button updates the prices for All accounts to the most recent.
Filter Settings
Select A Column
This setting allows the user to select a column to use for filtering results.
Select An Operator
This setting allows the user to select an operator to use for filtering results.
Filter Value
This setting allows the user to enter a value to use for filtering results.
Filter
This button allows the user to execute the filter based on the settings entered.
Clear
This button allows the user to clear all filter settings and results.
Filter Presets
This button allows the user to use a predefined setting for the filter.
Override Security Data
This button opens the account’s settings.
