View Portfolio from Account

To view the entire account portfolio and further filter based on location, sector, position activity, follow the steps below.

1. Click on the account name from a search or from any account list workflow and select Portfolio.

   

2. The full list of holdings is displayed with basic info like ticker, issuer name, industry, % portfolio, shared held, shares changed, filling source. Click on Excel icon to export the list.

3. To find specific holdings based on security, geographic location, sector, market cap or position acitvity, click on the funnel icon to filter.