sort by security

couten's Avatar


21 Feb, 2018 10:37 AM

If one holds the same security in several accounts/banks, it is useful to have report that shows the total of holdings by secuiry to determine the exposure on each security on a consolidated basis. Tks

  1. 1 Posted by Henry on 22 Feb, 2018 06:18 PM

    Henry's Avatar


    Thank you for contacting us.
    There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion and the developers will be looking into it.

    Infinite Kind Support

  2. System closed this discussion on 24 May, 2018 06:20 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac