jon's Avatar


23 Dec, 2019 09:37 AM

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.

  1. 1 Posted by -Kevin N. on 23 Dec, 2019 05:48 PM

    -Kevin N.'s Avatar

    Hi jon,

    Have you looked into the Portfolio Report?

    -Kevin N. (not a member of MD support)

  2. System closed this discussion on 23 Mar, 2020 05:50 PM.

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