Filtering

Assets

Asset filtering enables an investor to filter based on asset aspects such as:

1. Account
2. Asset State (i.e. open or closed);
3. Asset Class;
4. Asset Sub-Class;
5. Source; and
6. Attributes.

Transactions

Transaction filtering enables an investor to filter based on transaction aspects such as:

1. Sources;
2. Accounts;
3. Lots;
4. Internal or external;
5. Types;
6. Transactional Status;
7. Alerts; and
8. Attributes.

Focus Threshold

In Settings>General, you may set a value that controls the Focus filter on the Asset List View. When viewing an asset list and you turn on the Focus filter, any asset where your holdings fall below the threshold value will be hidden.