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couten's Avatar

couten

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

    Hi,

    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.

    Henry
    Infinite Kind Support

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

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