Portfolio
Is there any way I can get a display of my portfolio encompassing multiple accounts?
It would be nice to be able select individual accounts to make a group, but All would be better than nothing.
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1 Posted by -Kevin N. on 23 Dec, 2019 05:48 PM
Hi jon,
Have you looked into the Portfolio Report?
-Kevin N. (not a member of MD support)
System closed this discussion on 23 Mar, 2020 05:50 PM.